Randol W. Curtis

THRYVE WEALTH MANAGEMENT

JACKSON, WY 83001

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CRD#: 2551404

Professional summary

Randol Wilson Curtis, CFA is a registered financial advisor currently at THRYVE WEALTH MANAGEMENT located in Jackson, Wyoming.

Randol is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Randol has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BCM PARTNERS, LLP, INVESTMENT RELATED, 2945 TOWNSGATE RD STE 200 WESTLAKE VILLAGE CA 91361, INVESTMENT RESEARCH, CONSULTING, AND ASSET MANAGMEMENT, MANAGING MEMBER, SINCE 01/2009 160 HOURS PER MONTH, 80 HOURS PER MONTH DURING TRADING HOURS, MANAGING ALL FACETS OF THE BUSINESS AT THIS LOCALE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randol Wilson Curtis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

October 16, 2025 - Present

THRYVE WEALTH MANAGEMENT

Office #1: 1294 Melody Creek Ln, Jackson, WY 83001

RIA

CRD#: 335920

JACKSON, WY

Past

December 1, 2016 - October 2, 2024

ONE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 114861

WESTLAKE VILLAGE, CA

Past

December 15, 1994 - July 23, 1996

BBVA INVESTMENTS INC.

CRD#: 31769

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THRYVE WEALTH MANAGEMENT

STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT

CRD#: 335920 / SEC#: 801-132749

RIA

Registered Investment Advisory firm - (5/9/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/16/2025)

IAR

Wyoming
(10/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/6/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/14/1994

General Securities Representative Examination

Current Firm

THRYVE WEALTH MANAGEMENT

STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT

CRD#: 335920 / SEC#: 801-132749

RIA

Registered Investment Advisory firm - (5/9/2025 Approved)

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Contact information

Main Address

909 Lake Carolyn Pkwy Suite 330, Irving, TX 75039

Mailing Address

Phone number

(805) 451-2909

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THRYVE WEALTH MANAGEMENT - FORM ADV PART 2A BROCHURE (10/17/2025)

Regulatory assets under management

Total Number of Accounts	229
AUM (Assets Under Management)	$ 179,089,530

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Randol W. Curtis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randol Wilson Curtis's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRYVE WEALTH MANAGEMENT

ONE CAPITAL MANAGEMENT, LLC

BBVA INVESTMENTS INC.

Primary Firm SEC Registration

THRYVE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 1/6/1995

Series 7

Date: 12/14/1994

Current Firm

THRYVE WEALTH MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THRYVE WEALTH MANAGEMENT

TRUST BUT VERIFY

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