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CURTIS ADVISORY GROUP, LLC

SANTA BARBARA, CA · CRD 151695 · IAPD ↗ · curtisadvisorygroup.com · 805-963-6181

$573.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
May 2026 — CURTIS ADVISORY GROUP, LLC changed its website from curtisadvisory.com to curtisadvisorygroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2026 — CURTIS ADVISORY GROUP, LLC crossed $500M in regulatory AUM ($485.0M -> $573.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2025 — CURTIS ADVISORY GROUP, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.