Curi Capital, LLC

RIASEC RegisteredEst. 2005

Total AUM

$11.6B

Discretionary

$9.3B

80% of AUM

Avg account

$684K

Accounts

16,939

Employees

180

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 134249
Registered since: February 15, 2005
Website: curicapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI67.88%
Investment Companies9.97%
Insurance Companies7.68%
Pooled Investment Vehicles4.98%
Individuals4.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Curi Capital, LLC is an independent registered investment adviser that has been SEC-registered since 2005 and operates as a capital allocator to both individual/family and institutional clients. The firm blends portfolio management and financial planning with a range of advisory services that include pension consulting and selection of other advisers. Its business footprint includes activities as a registered representative of a broker-dealer and involvement as a commodity pool operator/CTA and accountant. Fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. The firm identifies as an active ESG investor and positions equities as a primary preference in its portfolios. Curi Capital has been recognized in several industry rankings, including placement in the Financial Times Top 300 RIA firms (2020) and repeated appearances on Barron’s Top 100 RIA list (2021–2025), as well as an FA Magazine Top RIA mention in 2020.