# Curtis Advisory Group

Curtis Advisory Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/curtis-advisory-group

## Regulatory record

- **CRD number:** 151695
- **SEC file number:** 801-81082
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151695

## About

Curtis Advisory Group, LLC is an SEC-registered investment adviser in Santa Barbara, CA, registered since 2015. The firm manages $574 million in assets, with $572 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### Is Curtis Advisory Group affiliated with any other financial entities?

No public evidence links Curtis Advisory Group, LLC to any known Curtis-branded businesses, charitable foundations, or investment vehicles. The firm stands alone in available public references.

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- [Trillium Valley Financial Planning](https://altss.com/profile/trillium-valley-financial-planning)
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Last updated: 2026-07-06T01:24:14.985Z

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