Insights

Growth Potential Independent wealth management firm with a small team and a reported revenue range of 1M-10M presents an opportunity to offer scalable advisory solutions, succession planning support, and technology automation to boost client onboarding and portfolio diversification.

Asset Expansion Recent notable investment activity includes a 4.45M stake in Vanguard Russell 1000 Value, indicating appetite for strategic asset allocation services, performance analytics, and access to institutional-grade research for client portfolios.

Technology Fit Current tech stack includes Calendly, Wix, Google Cloud, HubSpot and Sentry, suggesting openness to CRM, automation, cybersecurity, and data analytics enhancements to improve client experience and lead conversion.

Lifecycle Targeting Service messaging highlights planning across life stages from pre-retirement to retirement, signaling opportunities for personalized planning tools, risk budgeting, and fee-structure optimization to attract clients at different milestones.

Strategic Collaboration Small firm size with senior-led access creates a strong sales angle for premium advisory partnerships, co-branded educational content, and referral arrangements with family offices or hybrid advisory platforms seeking boutique expertise.

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Curtis Advisory Group, LLC Tech Stack

Curtis Advisory Group, LLC uses 8 technology products and services including Calendly, Wix, Wix eCommerce, and more. Explore Curtis Advisory Group, LLC's tech stack below.

Calendly
Appointment Scheduling
Wix
Content Management System
Wix eCommerce
E-commerce
Google Cloud
Infrastructure As A Service
Sentry
Issue Trackers
HubSpot
Marketing Automation
1Password
Security
Piwik
System Analytics & Monitoring

Media & News

Curtis Advisory Group invests $4.45M in a new stake in Vanguard Russell 1000 Value in Q4 '23
Curtis Advisory Group LLC purchased a new stake in Vanguard Russell 1000 Value in the 4th quarter worth $4,454,000.
Apr 15, 2024 | www.marketbeat.com

Curtis Advisory Group, LLC's Email Address Formats

Curtis Advisory Group, LLC uses at least 3 email formats:

Curtis Advisory Group, LLC Email Formats	Example	Percentage
First@curtisadvisory.com	John@curtisadvisory.com	67%
First.Last@curtisadvisory.com	John.Doe@curtisadvisory.com	33%
FLast@curtisadvisorygroup.com	JDoe@curtisadvisorygroup.com	100%

Frequently Asked Questions

What is Curtis Advisory Group, LLC's official website and social media links?

Curtis Advisory Group, LLC's official website is curtisadvisorygroup.com and has social profiles on LinkedIn.

How much revenue does Curtis Advisory Group, LLC generate?

As of October 2026, Curtis Advisory Group, LLC's annual revenue is estimated to be $1M - $10M.

What is Curtis Advisory Group, LLC's NAICS code?

Curtis Advisory Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Curtis Advisory Group, LLC have currently?

As of October 2026, Curtis Advisory Group, LLC has approximately 3 employees across 2 continents, including North America and Oceania. Key team members include Lead Advisor, Partner: J. H. and Financial Advisor: D. G. Explore Curtis Advisory Group, LLC's employee directory with LeadIQ.

What industry does Curtis Advisory Group, LLC belong to?

Curtis Advisory Group, LLC operates in the Financial Services industry.

What technology does Curtis Advisory Group, LLC use?

Curtis Advisory Group, LLC's tech stack includes Calendly, Wix, Wix eCommerce, Google Cloud, Sentry, HubSpot, 1Password and Piwik.

What is Curtis Advisory Group, LLC's email format?

Curtis Advisory Group, LLC's email format typically follows the pattern of First@curtisadvisory.com. Find more Curtis Advisory Group, LLC email formats with LeadIQ.

When was Curtis Advisory Group, LLC founded?

Curtis Advisory Group, LLC was founded in 2009.

Curtis Advisory Group, LLC

Q: How many employees does Curtis Advisory Group, LLC have currently?

Curtis Advisory Group, LLC has approximately 3 employees.

Q: What technology does Curtis Advisory Group, LLC use?

Curtis Advisory Group, LLC's tech stack includes jQuery Migrate, Module Federation, reCAPTCHA, Google Cloud CDN, Bootstrap.

Q: What is Curtis Advisory Group, LLC's NAICS code?

Curtis Advisory Group, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Curtis Advisory Group, LLC is an independent wealth management firm based in Santa Barbara, California. It provides straightforward guidance on finances and aims to help clients grow, manage, and draw income from their investments. Clients have direct access to a senior team with decades of industry experience to inform their financial decisions.

Within the financial services sector, the firm operates as a small, independent practice serving clients through several life stages—those approaching retirement, retirees, and individuals in their 30s and 40s. The firm emphasizes tailored, experience-backed guidance to help clients navigate risk, plan for future spending, and align investments with long-term objectives.