CRD: 151695
Curtis Advisory Group, LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-07-2010
- Office Locations
- 1
Office Locations
About Curtis Advisory Group, LLC
Curtis Advisory Group is an independent, Santa Barbara-based fiduciary wealth manager focused on retirement planning and ongoing investment management. The team builds tailored portfolios based on risk and client preferences, using public funds and ETFs, and monitors plans proactively as goals evolve. They work with individuals and small business owners as well as foundations/endowments and corporations, and start engagements with an Asset-Map snapshot and direct senior-team access.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN EARL CURTIS
Managing Member, PRINCIPAL
- CRD
- #2591395
- Ownership
- 50% but less than 75%
JOSHUA D HAYES
Advisor, Chief Compliance Officer
- CRD
- #5655380
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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David Brandon Given
Financial Advisor
- CRD
- #7735343
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $572,393,929 | $1,056,077 |
| Non-Discretionary | $1,303,192 | $217,199 |
| Total | $573,697,121 | $1,046,893 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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