$165.5M Total AUM
$159.0M Disc. AUM
-- 3Y CAGR
2 Employees
82 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2024
- Office Locations
- 1
Office Locations
7900 College Blvd., Suite 140 Overland Park KS
About Curtis Capital Advisors
Curtis Capital Advisors is a boutique RIA in Overland Park, Kansas, founded by a 30-year investment management veteran. The firm provides retirement and financial planning plus investment and wealth management for a limited, referral-driven client base nationwide, with portfolios that commonly use ETFs and mutual funds and a client portal for ongoing access.
Team overview
43 AVG AGE
$82.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
Christopher K Costello
Chief Compliance Officer, FOUNDER
- CRD
- #2630844
- Ownership
- 75% or more
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IAN CADE CAMPBELL
Investment Advisor Representative
- CRD
- #7119702
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,000,000 | $757,143 |
| Non-Discretionary | $6,500,000 | $191,176 |
| Total | $165,500,000 | $678,279 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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