Kurfees Capital Management, LLC

Kurfees Capital Management, LLC (CRD# 120971) is a financial advisory firm headquartered in Columbus, OH. They manage $4,200,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $420,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Kurfees Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald B. Kurfees
CRD#: 2543049
94 N. High Street, Ste. 250, Dublin, OH 43017
93
Wealthminder
score

Donald Kurfees (CRD# 2543049) is an Investment Advisor Representative working at Kurfees Capital Management, LLC in Dublin, OH and has over 22 years of experience in the finance industry.

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