A complete list of active advisors currently associated with Curtis Capital Advisors

Warmer can help you find a great advisor at Curtis Capital Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Curtis Capital Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.