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CURTIS CAPITAL ADVISORS, LLC

B53
CRD 330835·SEC 801-132177·OVERLAND PARK, KS
AUM
$165.5M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$497K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CURTIS CAPITAL ADVISORS, LLC
CRD
330835
SEC file #
801-132177
EIN
—
DBA names
Curtis Capital Advisors

Economics

AUM
$165.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$125.5M → $165.5M▲ +32%
Client mix
Individuals Other62
Individuals High Net Worth20

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/20/2026
ADV-W filed at
—
Website
curtisca.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Costello, Christopher, K
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Costello, Christopher, K
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CURTISCA.COM
Rdap Domain Creation Date
2024-03-12T15:47:23Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-12T15:47:23Z
Rdap Domain Last Changed
2026-02-10T06:50:37Z
Rdap Nameservers
Hunts.ns.cloudflare.comInes.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2630844
Trust Company Affiliate
No

People (2)

2
Costello, Christopher, K
IAR · Direct Owner · 87.5%
2630844
IAN CADE CAMPBELL
IAR
7119702