# Curasset Capital Management, LLC

> Curasset Capital Management, LLC is an SEC-registered investment advisory firm in Newark, NJ, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 316522
- Filed as: CURASSET CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newark, NJ
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316522
- AdvisorCensus page: https://advisorcensus.com/firm/curasset-capital-management-llc-newark-nj-316522

## Quick answers

**How is Curasset Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Curasset Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Curasset Capital Management, LLC located?**
Curasset Capital Management, LLC's principal office is in Newark, NJ, according to its Form ADV.

**Is Curasset Capital Management, LLC registered with the SEC or a state?**
Curasset Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316522.

**How much does Curasset Capital Management, LLC manage?**
Curasset Capital Management, LLC reports $643,187,976 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Curasset Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Curasset Capital Management, LLC: Regulatory assets under management: $0 in the October 2021 data and $643,187,976 in the October 2026 data. Total employees: 2 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Curasset Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (2).

**Does Curasset Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316522

**What changed in Curasset Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $643,187,976
- Discretionary: $643,187,976
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 2 | $643,187,976 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- curasset.com
- curassetfunds.com
- LinkedIn @curasset-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 2 | August 25, 2021 |
| October 2022 | $370,000,000 | 5 | March 11, 2022 |
| October 2023 | $440,105,214 | 5 | February 9, 2023 |
| October 2024 | $473,000,000 | 6 | April 12, 2024 |
| October 2025 | $601,717,542 | 6 | March 5, 2025 |
| October 2026 | $643,187,976 | 6 | March 4, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $643,187,976 in the October 2026 data.
Total employees: 2 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Curasset Capital Management, LLC (CRD 316522): Form ADV filing data as of October 2026.