Curi Capital, LLC
Chicago, IL·SEC-registered · CRD #134249
Curi Capital, LLC is an SEC-registered investment advisory firm in Chicago, IL managing $12B across 21k client accounts, with 106 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$12B
Client accounts
21k
Advisory staff
106
Fee model
Fee-based
How Curi Capital, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Curi Capital, LLC
How much does Curi Capital, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Curi Capital, LLC reports $12B in regulatory assets under management across roughly 21k client accounts.
How does Curi Capital, LLC charge?
Curi Capital, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Curi Capital, LLC a fiduciary?
Yes. Curi Capital, LLC is registered with the U.S. Securities and Exchange Commission (CRD #134249), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Curi Capital, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Curi Capital, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Curi Capital, LLC's public SEC Form ADV filing (CRD #134249, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Curi Capital, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Curi Capital, LLC? Claim this profile.