Curi Capital, LLC
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds21%
- US Government Bonds9%
- State & Local Bonds8%
- Private Funds8%
Owners & executives
3 of 6
Dimitri Eliopoulos
Chief Executive OfficerCRD 4444610
Michele Francisco
Chief Client OfficerCRD 4199945
Christopher Graff
Partner, Co-CIOCRD 3180553
Contacts
3 of 91
Stephanie Stein
Client Service ManagerCRD 5662542
Brian Janecke
PartnerCRD 5733980
Peter Bach
Partner, Senior Relationship Manager, Family Office Services MilwaukeeCRD 5118376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 455Active vs passive
$3.3B in ETFs
91%
$3B
5%
$283M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $125M | 1,293,588 | 3.84% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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