Couric Financial

Overview

Couric Financial operates as an independent, owner-run registered investment adviser organized as a limited liability company. The firm focuses on serving individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. Its operating model combines percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. On the investment side, Couric Financial tilts toward broadly diversified pooled vehicles for core exposure, using public funds and mutual funds as the primary building blocks of client portfolios. The firm functions as a capital allocator — it brings in third‑party managers where appropriate, including allocations to hedge funds, rather than attempting to cover every strategy in‑house. Couric Financial is not positioned as an ESG‑active manager and does not present itself as a multi‑state pension or family‑office provider.

Assets & Accounts

Investments & Alternatives

Location & Offices