Curtis Advisory Group, Llc
- Regulatory AUM
- $574M
- Discretionary
- $572M
- Clients
- 157
- Avg AUM / client
- $3.7M
- Accounts
- 548
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Apr 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $20.0M | 3.48% |
| High net worth individuals | 64 | $403M | 70.2% |
| Pension and profit sharing plans | 11 | $15.1M | 2.62% |
| Charitable organizations | 3 | $119M | 20.7% |
| Corporations and other businesses | 6 | $17.0M | 2.97% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Earl Curtis | Managing Member/Principal | Aug 2009 (17y) | 50% – 75% | |
| Joshua D Hayes | Member/Cco | CFP | Jun 2018 (8y) | 25% – 50% |
| David Brandon Given | Registered representative | May 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $553M (96% of AUM) Apr 2026
- Shareholders Service Group, Inc. $479K (0% of AUM) Mar 2021
- SEI Private Trust $1.9K (0% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗