CURTIS CAPITAL ADVISORS
SEC RegisteredWe make retirement planning personal
About the firm
Curtis Capital Advisors is a boutique Investment Advisory firm based in Overland Park, Kansas founded by a 30-year veteran of Investment Management. They serve a limited number of clients – predominantly personal friends, professional colleagues, and referrals from trusted sources.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning and investment advisory services.
Who they serve
A limited number of clients – predominantly personal friends, professional colleagues, and referrals from trusted sources.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 62 | $15M |
| High Net Worth Individuals | 20 | $151M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $999,999 | 1.00% |
| $1,000,000 - $2,999,999 | 0.75% |
| $3,000,000 - $9,999,999 | 0.50% |
| $10,000,000 and above | 0.25% |
Data as of January 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CURTIS CAPITAL ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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