Curtis Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$165,500,000
Total clients
82
24% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
41
Average account size
$2,018,293
About
Curtis Capital Advisors serves individual investors, high-net-worth individuals, and trusts with discretionary and non-discretionary portfolio management, standalone financial planning, and occasional referrals to third-party investment advisors; the firm does not impose a stated account minimum. These services are delivered to a relatively small client base consistent with a boutique, supported firm model.
The firm emphasizes strategic asset allocation, a bias toward low-cost index mutual funds and ETFs, and an explicit policy against market timing, while also focusing on investor behavior and retention as a core source of value. Portfolios are diversified across equities, fixed income, and cash equivalents and are implemented to align long-term return potential with each client’s stated risk tolerance.
Distinctive features include a recent founding and a small adviser team managing a sizable amount of assets, and a formal referral program in which the firm will refer clients to—and receive compensation from—third-party advisors (clients receive disclosure of those arrangements); Curtis Capital does not monitor assets once placed with those third parties. Related persons may also be licensed insurance agents who earn commissions on insurance sales, and the firm recommends a specific custodian while disclosing receipt of platform products and services that could create conflicts of interest.
Client services
Expertise
Fee options
Fixed fees for standalone financial planning services begin at $2,500
$0 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.75% annually $3,000,000 - $9,999,999: 0.50% annually $10,000,000+: 0.25% annually
$500 per hour for standalone financial planning services
Fee-only: Flat fees for standalone financial planning begin at $2,500; hourly rate is $500/hour
Main office location
Curtis Capital Advisors
7900 College Blvd., Suite 140
Overland Park KS 66210, United States
Number of offices
1
Most active in
Kansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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