Ian Campbell
Curtis Capital Advisors · Overland Park, Kansas
Ian Campbell is a fee-only financial advisor at Curtis Capital Advisors in Overland Park, Kansas. Curtis Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Curtis Capital Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $165.5M across 244 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 7119702 |
| Exams passed | Series 66 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.curtisca.com |
| Profile |
How Ian's firm compares
- Curtis Capital Advisors's average account is about $678,000, from its Form ADV (assets managed divided by 244 accounts).
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Questions about Ian
Is Ian Campbell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Curtis Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian's firm, Curtis Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ian Campbell based?
Ian Campbell is based in Overland Park, Kansas.
Is Ian Campbell registered with the SEC?
Yes. Ian Campbell is registered as an investment adviser representative in KS and TX (CRD 7119702), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Curtis Capital Advisors manage?
Curtis Capital Advisors reports $165.5M across 244 accounts in assets under management.
How do I contact Ian Campbell?
Through Ian's website, www.curtisca.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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