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CURTIS CAPITAL ADVISORS

OVERLAND PARK, KS · CRD 330835 · IAPD ↗ · curtisca.com · 913-344-5443

$165.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — CURTIS CAPITAL ADVISORS reported RAUM up 32% ($125.5M -> $165.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
August 2025 — CURTIS CAPITAL ADVISORS notice-filed in MO, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — CURTIS CAPITAL ADVISORS (OVERLAND PARK, KS) is newly SEC-registered with $125.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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