Curio Wealth, LLC
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
FINTRXOverview
Curio Wealth, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individual and family clients, as well as small business owners. The firm is SEC-registered (2023) and organized as an LLC with individual ownership. Its fee schedule includes asset-based fees, hourly engagements and fixed-fee arrangements. Curio reports being an active ESG investor and incorporates ESG considerations into its processes. It does not operate as a capital allocator or a pension consultant; its primary client focus is individual and family relationships.
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
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents5%
- Exchange Traded Equities4%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 9
James Kantowski
Founder & Senior AdvisorCRD 4417452
Lyn Dippel
Founder & Senior AdvisorCRD 4429564
Jacob Sadler
FounderCRD 6063941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$306M in ETFs
5%
$16.5M
95%
$289M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $57.3M | 1,108,237 | 18.73% |
Location
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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