CURTIS ADVISORY GROUP, LLC
CRD #151695 SEC #801-81082 SANTA BARBARA, CA 805-963-6181
SEC Registered
Total AUM
$485M
Discretionary
$484.6M
Employees
3
Clients
101
Accounts
516
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $485M | $484.6M | $420K | 3 | 0 |
| Mar 2024 | $418.7M | $418.2M | $525.4K | 3 | 0 |
| Jul 2023 | $395.9M | $395.3M | $508.4K | 3 | 8 |
| Jun 2023 | $322.3M | $321.9M | $400.5K | 3 | 8 |
| Mar 2023 | $322.3M | $321.9M | $400.5K | 2 | 8 |
| Mar 2022 | $371M | $370.2M | $782.4K | 2 | 0 |
| Mar 2021 | $250.2M | $249.5M | $766.6K | 2 | 0 |
| Jun 2020 | $216.4M | $216.4M | $0 | 2 | 3 |
| Jun 2020 | $216.4M | $216.4M | $0 | 2 | 3 |
| Mar 2020 | $216.4M | $216.4M | $0 | 2 | 3 |
| Mar 2020 | $216.4M | $216.4M | $0 | 2 | 3 |
| Mar 2019 | $149.7M | $149.7M | $0 | 2 | 5 |
| Jun 2018 | $198.1M | $152.9M | $45.2M | 2 | 0 |
| Mar 2018 | $198.1M | $152.9M | $45.2M | 1 | 0 |
| Mar 2017 | $182.4M | $146.5M | $35.9M | 1 | 26 |
| Mar 2016 | $171.4M | $142.7M | $28.7M | 1 | 26 |
| Apr 2015 | $142.4M | $139.1M | $3.4M | 1 | 26 |
| Feb 2015 | $142.4M | $139.1M | $3.4M | 1 | 26 |
DateMar 2025
Total AUM$485M
Discretionary$484.6M
Non-Disc.$420K
Employees3
Clients0
DateMar 2024
Total AUM$418.7M
Discretionary$418.2M
Non-Disc.$525.4K
Employees3
Clients0
DateJul 2023
Total AUM$395.9M
Discretionary$395.3M
Non-Disc.$508.4K
Employees3
Clients8
DateJun 2023
Total AUM$322.3M
Discretionary$321.9M
Non-Disc.$400.5K
Employees3
Clients8
DateMar 2023
Total AUM$322.3M
Discretionary$321.9M
Non-Disc.$400.5K
Employees2
Clients8
DateMar 2022
Total AUM$371M
Discretionary$370.2M
Non-Disc.$782.4K
Employees2
Clients0
DateMar 2021
Total AUM$250.2M
Discretionary$249.5M
Non-Disc.$766.6K
Employees2
Clients0
DateJun 2020
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees2
Clients3
DateJun 2020
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees2
Clients3
DateMar 2020
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees2
Clients3
DateMar 2020
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees2
Clients3
DateMar 2019
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees2
Clients5
DateJun 2018
Total AUM$198.1M
Discretionary$152.9M
Non-Disc.$45.2M
Employees2
Clients0
DateMar 2018
Total AUM$198.1M
Discretionary$152.9M
Non-Disc.$45.2M
Employees1
Clients0
DateMar 2017
Total AUM$182.4M
Discretionary$146.5M
Non-Disc.$35.9M
Employees1
Clients26
DateMar 2016
Total AUM$171.4M
Discretionary$142.7M
Non-Disc.$28.7M
Employees1
Clients26
DateApr 2015
Total AUM$142.4M
Discretionary$139.1M
Non-Disc.$3.4M
Employees1
Clients26
DateFeb 2015
Total AUM$142.4M
Discretionary$139.1M
Non-Disc.$3.4M
Employees1
Clients26