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About Curi Capital
Curi Capital, through its subsidiary Curi Wealth Management, LLC, stands as a full-service, fee-only registered investment advisor. Their core focus is delivering personalized wealth management, financial planning, and retirement plan solutions to high-net-worth individuals, ultra-high-net-worth families, and businesses.
This client-centric firm takes a collaborative and innovative team approach to investment management and planning. They acknowledge that true wealth holds a unique meaning for each individual, whether it's securing loved ones' futures, enjoying retirement, or ensuring financial preparedness for life's unexpected twists.
As dedicated advisors, Curi Capital actively listens to their clients, tailoring solutions to match their diverse definitions of wealth. Their comprehensive services span wealth planning and management for families to retirement plan solutions for businesses. Founded by physicians, Curi Capital has a strong commitment to building nationally recognized and trusted financial advisory services.
Their team of accessible and experienced advisors is united in the mission of helping clients create their own versions of wealth. Curi Capital's unwavering dedication to client relationships and financial excellence sets them apart in the advisory landscape.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Retirement Plans
- Investments
More about Curi Capital
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 281133 | 17 |
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Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Curi Capital.