Curtis Advisory Group LLC

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Assets, Funds, Holdings

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Curtis Advisory Group LLC
CRD #151695
SEC #801-81082
CIK #0001664656
AUM $418.7 MM (2024-03-06)
Employees 3 (100% Investors, 0% Brokers)
Phone805-963-6181
Address735 State Street
Santa Barbara, CA 93101
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AMZN 1,092,997.8 7.6
NVDA 399,550.0 5.0
AAPL 2,382,844.0 2.7
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
3502802101407002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 60 15.4
(b) Individuals (high net worth individuals) 57 305.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 1.4
(h) Charitable organizations 3 77.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 19.9
(n) Other 0 0.0
Total 444 418.7
By Discretionary
Discretionary 441 418.2
Non-Discretionary 3 0.5
Total 444 418.7
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 418.4
Total 444 418.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001664656]
Comparable Firms State AUM ($BB)
The Legacy Financial Group Inc
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QP Consulting LLC
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TowerPoint Wealth LLC
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Allegiance Financial Group Advisory Services LLC
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Cresta Advisors Ltd
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James R Martin Consulting Inc DBA JRM Capital Management
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Grey Rock Asset Management LLC
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Chapin Davis Inc
MD 0.4
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