SANTA BARBARA, CACRD 151695Latest ADV April 15, 2026
Curtis Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated April 15, 2026, reports $574M in regulatory assets under management, 3 employees, and 548 accounts.
Assets Under Management
$574M
Employees
3
Offices
--
Total Clients
157
Primary office
SANTA BARBARA, CA
735 STATE STREET, SUITE 214, SANTA BARBARA, CA, United States
Top client segmentIndividuals represent 46.5% of total clients.
Top client categories% of clientsClients
1
Individuals
46.5%
73
2
HNWI
40.8%
64
3
Pension Plans
7.0%
11
4
Corporations
3.8%
6
5
Charitable
1.9%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$574Mas of April 15, 2026
Discretionary99.8%
$572M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$574M
Total Accounts548
10Y AUM Change+$391M (+214.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee52:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.