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The fee is billed in advance or in arrears, is negotiable and requires an account of at least $1,000,000.","source":"CURTIS ADVISORY GROUP ADV PART 2, filed 15 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Curtis Advisory Group use?","answer":"Curtis Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $553M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Curtis Advisory Group have?","answer":"Curtis Advisory Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Curtis Advisory Group invest in?","answer":"At the end of its last fiscal year, Curtis Advisory Group’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 3% U.S. government and agency bonds, 3% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Curtis Advisory Group have a minimum investment?","answer":"Yes, Curtis Advisory Group’s minimum account size for its Portfolio Management & Participant Account Management Fees is $1M.","source":"CURTIS ADVISORY GROUP ADV PART 2, filed 15 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Curtis Advisory Group?","answer":"Curtis Advisory Group’s direct owners are Ryan Curtis (50% to 75%) and Joshua Hayes (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 15 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Curtis Advisory Group get paid?","answer":"Curtis Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Curtis Advisory Group registered with the SEC?","answer":"Yes, Curtis Advisory Group has been registered with the SEC as an investment adviser since 9 March 2015. Its CRD number is 151695 and its SEC file number is 801-81082.","source":"Form ADV Part 1A, Item 1, filed 15 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Curtis Advisory Group?","answer":"Curtis Advisory Group’s main office is at 735 State Street, Suite 214, Santa Barbara, CA 93101. Its phone number is 805-963-6181. 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