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| Happy Holidays!! thanks for using AUM13F!! |
| Curtis Capital Advisors LLC
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| CRD # | 330835 |
| SEC # | 801-132177 |
| CIK # | |
| AUM | $125.5 M (2025-07-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 913-344-5443 |
| Address | 7900 College Blvd, Suite 140 Overland Park, KS 66210 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 15.0 |
| (b) Individuals (high net worth individuals) | 10 | 110.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 149 | 125.5 |
| By Discretionary | ||
| Discretionary | 135 | 123.1 |
| Non-Discretionary | 14 | 2.3 |
| Total | 149 | 125.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.5 | |
| Total | 149 | 125.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Financial Planning Group LLC
✚
|
MI | 0.1 |
|
Heydorn Stone Capital Management LLC
✚
|
NY | 0.1 |
|
Lifestyle Freedom Advisory Group LLC
✚
|
FL | 0.1 |
|
Davis Financial Management Inc
✚
|
KS | 0.1 |
|
Hidden Hills Wealth LLC
✚
|
0.1 | |
|
Red Reef Advisors LLC
✚
|
FL | 0.1 |
|
JDT Inc
✚
|
KY | 0.1 |
|
Woodmont Advisory Group Inc
✚
|
0.1 | |
|
McLaughlin Asset Management Inc
✚
|
0.1 | |
|
Surience Private Wealth LLC
✚
|
WA | 0.1 |