Be advised. This firm is no longer registered.

Curi Capital

Curi Capital (CRD# 281133) is a financial advisory firm headquartered in Raleigh, NC. They manage $1,403,785,530 in 1,746 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
700 Spring Forest Road, Suite 235, Raleigh, NC 27609
https://www.linkedin.com/company/curi-capital
By the Numbers
  • Total Assets Under Management
    1,404
    MILLION
  • Total Number of Accounts
    1,746
    ACCOUNTS
  • Average Account Value
    $804,001
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IL, NC, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Curi Capital
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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