Curt David Knotick

Employer firm

C2 Private Wealth CRD 151501

$1.82B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 03/2026
  Accurate Solutions Group, Llc
  Butler, PA
• 04/2017 → 12/2017
  Accurate Investment Solutions, Inc
  Butler, PA
• 01/2016 → Present
  Cck Holdings Llc
  Butler, PA
• 08/2011 → 07/2017
  Global Finanical Private Capital Llc
  Butler, PA
• 01/2018 → 03/2026
  Asg Investment Management Llc
  Butler, PA
• 04/2017 → 10/2018
  Accurate Investment Solutions Inc.
  Butler, PA
• 03/2026 → Present
  C2 Private Wealth
  Novi, MI
• 03/2026 → Present
  Senior Planning Advisors, Llc
  Novi, MI

Previous Registrations

• 2018-04-18 → 2026-03-20
  Asg Investment Management, Llc
  Butler, PA
  Renfrew, PA
• 2017-04-06 → 2018-10-03
  Gierl Augustine Investment Management, Inc.
  Seven Fields, PA
• 2011-08-26 → 2017-10-11
  Global Financial Private Capital, Inc.
  Butler, PA
  Sarasota, FL

Other Businesses

CCK Holdings LLC; Non-investment related; 831 Evans City Rd, Renfrew PA 16053; Property management/holding; Owner and managing member; Start date 01/2016; 0 hours per month not during securities trading hours Senior Planning Advisors, LLC (d/b/a C2 Insurance Services); 29409 Haggerty Rd. Suite 200, Novi, MI 48377; Sale of insurance products; Agent/Consultant; Start date 03/2026; Approximately 80 hrs. per month; Market and sell insurance products. Insurance and annuities, sales for insurance products; Life Insurance, LTC, Fixed Indexed Annuities and Disability Insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-15

Other Names

• Curt D. Knotick
• Curt Knotick