KURFEES CAPITAL MANAGEMENT, LLC

Overview

Kurfees Capital Management, LLC is a small, independent advisory firm that manages money for individuals and families and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm operates as a capital allocator — sourcing and allocating client capital across listed equities, pooled vehicles and external alternative managers. Its stated investment preference is equity‑oriented, with a clear tilt toward exchange‑traded equities and ETFs as core holdings, while supplementing portfolios with mutual funds, annuities and third‑party alternative strategies. Kurfees charges fees as a percentage of assets under management and manages client relationships on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices