Overview
Assets Under Management: $1.4 billion
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 187
Average Client Assets: $3.2 million
Frequently Asked Questions
CURI CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281133), CURI CAPITAL is subject to fiduciary duty under federal law.
CURI CAPITAL is headquartered in RALEIGH, NC.
CURI CAPITAL serves 187 high-net-worth clients according to their SEC filing dated December 01, 2023. View client details ↓
According to their SEC Form ADV, CURI CAPITAL offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CURI CAPITAL manages $1.4 billion in client assets according to their SEC filing dated December 01, 2023.
According to their SEC Form ADV, CURI CAPITAL serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 187
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.73%
Average Client Assets: $3.2 million
Total Client Accounts: 1,746
Discretionary Accounts: 1,742
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 281133
Filing ID: 1798328
Last Filing Date: 2023-12-01 14:57:00