RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 18, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOE Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPAL/CCOD Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPALD Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPALD Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPALD Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPALD Control
CURTIS, RYAN, EARLIMANAGING MEMBER/PRINCIPALD Control
HAYES, JOSHUA, DIMEMBERC Control
HAYES, JOSHUA, DIMEMBER/CCOC Control
HAYES, JOSHUA, DIMEMBER/CCOC Control
HAYES, JOSHUA, DIMEMBER/CCOC Control
HAYES, JOSHUA, DIMEMBER/CCOC Control
HAYES, JOSHUA, DIMEMBER/CCOC Control

Registrations

Federal

IA
Mar 18, 2025 REGISTERED

Notice Filings (3)

CA NE TX

Address

735 STATE STREET
SUITE 214
SANTA BARBARA, CA 93101
United States
Phone: 805-963-6181