Curio Wealth, LLC

RIASEC Registered
Total AUM
$461M
Discretionary
$461M
100% of AUM
Avg account
$1.3M
Accounts
356
Employees
13
Advisory reps
8

Firm details

Headquarters
Annapolis, Maryland
CRD number
328178
Registered since
November 6, 2023
Website
curiowealth.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI53.57%
  • Individuals45.24%
  • Pension & Profit Sharing Plans1.19%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Curio Wealth, LLC is an independent, SEC-registered registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm, organized as an LLC, began SEC registration in 2023 and charges clients via a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Curio identifies as an active ESG investor and cites both financial planning and discretionary portfolio management among its core advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Cash & Cash Equivalents 5%, Exchange Traded Equities 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%90%
  • Public Funds/Mutual Funds90%
  • Cash & Cash Equivalents5%
  • Exchange Traded Equities4%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

3 of 8
  • James Kantowski

    James Kantowski

    Founder & Senior AdvisorCRD 4417452

  • Lyn Dippel

    Lyn Dippel

    Founder & Senior AdvisorCRD 4429564

  • Jacob Sadler

    Jacob Sadler

    FounderCRD 6063941

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 55

Active vs passive

$306M in ETFs

Passive

5%

$16.5M

Active

95%

$289M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU)DimensionalActiveLarge Blend$57.3M1,108,23718.73%
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Location

Primary office

Annapolis, MD

Anne Arundel

Location

Annapolis, MD

Headquartered in Annapolis, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Anne Arundel
Address
721 Melvin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth