OVERLAND PARK, KSCRD 330835Latest ADV January 20, 2026
Curtis Capital Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated January 20, 2026, reports $166M in regulatory assets under management, 2 employees, and 244 accounts.
Assets Under Management
$166M
Employees
2
Offices
--
Total Clients
82
Primary office
OVERLAND PARK, KS
7900 COLLEGE BLVD., SUITE 140, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.6% of total clients.
Top client categories% of clientsClients
1
Individuals
75.6%
62
2
HNWI
24.4%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of January 20, 2026
Discretionary96.1%
$159M
96% of total RAUM96.1%
Non-discretionary3.9%
$7M
4% of total RAUM3.9%
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$166M
Total Accounts244
10Y AUM Change+$40M (+31.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* 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.