Curtis Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Curtis Capital Advisors is a registered investment adviser that serves individuals, high‑net‑worth individuals, and trusts, offering discretionary and non‑discretionary portfolio management, standalone financial planning, and referrals to third‑party advisers. The firm reports about $165.5 million in assets under management across roughly 82 client relationships and does not require a minimum account size.
The firm emphasizes diversified, risk‑based portfolios implemented primarily with index mutual funds and ETFs, supplemented as appropriate with individual securities, fixed income, REITs and private investments, and seeks to minimize total investing expenses. Curtis Capital frames its advisory role around long‑term allocation and client behavior management—aiming to keep clients aligned with established risk tolerances rather than attempting to time markets—and typically implements strategies on a discretionary basis.
Distinctive features include its recent establishment in 2024 and a small, two‑advisor structure overseeing the majority of assets on a discretionary basis, as well as a formal referral practice that compensates the firm when clients are introduced to third‑party advisers. The firm also discloses that associated persons may be licensed insurance agents who receive commissions, a potential conflict it addresses through disclosure and by noting clients are under no obligation to purchase recommended insurance products.
Client services
Expertise
Fee options
Starting at $2,500 for standalone financial planning services
$0 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.75% annually $3,000,000 - $9,999,999: 0.50% annually $10,000,000+: 0.25% annually
$500 per hour for standalone financial planning services
Main office
7900 College Blvd., Suite 140
Overland Park KS 66210
Advisors at this office
2
Most active in
Kansas · Missouri · Texas
Also doing business as
Curtis Capital Advisors · Curtis Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher C
CFP®, Series 63, Series 65
Overland Park, KS
Curtis Capital Advisors
Christopher Costello is a CFP® professional with 23 years of experience in financial advisory roles. He joined Curtis Capital Advisors in 2024 and has previous experience at firms including Morgan Stanley, Blooom, Inc., and The Retirement Planning Group, Inc. His career spans both the wealth management and retirement planning sectors. Curtis Capital Advisors serves individuals, high-net-worth clients, and trusts with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes diversified, risk-based portfolios primarily implemented with index mutual funds and ETFs, focusing on long-term allocation and client behavior management.
Ian C
Series 66
Overland Park, KS
Curtis Capital Advisors
Ian Campbell is a financial advisor at Curtis Capital Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at IHT Wealth Management LLC and LPL Financial, LLC. Campbell has also been affiliated with Kansas State University as an independent contractor since 2012. In addition to his advisory role, he works as an independent insurance agent on a part-time basis. Curtis Capital Advisors serves individuals, high-net-worth clients, and trusts, offering both discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party advisers. The firm focuses on diversified, risk-based portfolios primarily using index mutual funds and ETFs, aiming to minimize investment expenses while managing client risk tolerance over the long term.
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