CURATED CAPITAL & PLANNING LLC

Overview

Curated Capital & Planning LLC is an independent registered investment adviser serving individual and family clients with a focus on tailored financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and supplements its advisory work with other financial product sales. Investment activity shows a clear tilt toward public equities — particularly exchange-traded instruments — and the manager appears to favor straightforward, equity-centric allocations over complex alternative programs or ESG-driven mandates. Portfolios are managed with a client-by-client approach; the firm’s scale suggests emphasis on personalized advice and direct portfolio oversight rather than large-scale institutional allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices