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, SEC-registered investment advisory firm that has operated since 2005. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, offering a mix of financial planning, discretionary and non-discretionary portfolio management, pension consulting, and manager selection services. Its fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. Curi also conducts business activities beyond pure advisory work — it is active as a registered representative of a broker-dealer and has CPO/CTA and accounting activities on its books. The firm reports being an active ESG investor. Curi Capital has been recognized in industry rankings: it appeared on Financial Times’ Top 300 RIA Firms in 2020, was listed by FA Magazine among Top RIA Firms in 2020, and has been included in Barron’s Top 100 RIA Firms for 2021–2025.