# Curcio Webb LLC

> Curcio Webb LLC is an SEC-registered investment advisory firm in Lawrenceville, NJ, registered since 1999, with no regulatory assets under management reported in its Form ADV filing dated March 27, 2026.

- CRD: 109066
- Filed as: CURCIO WEBB LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lawrenceville, NJ
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109066
- AdvisorCensus page: https://advisorcensus.com/firm/curcio-webb-llc-lawrenceville-nj-109066

## Quick answers

**How is Curcio Webb LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Curcio Webb LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Curcio Webb LLC located?**
Curcio Webb LLC's principal office is in Lawrenceville, NJ, according to its Form ADV.

**Is Curcio Webb LLC registered with the SEC or a state?**
Curcio Webb LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109066.

**How have Curcio Webb LLC's assets and staff changed since 2021?**
In the Form ADV data for Curcio Webb LLC: Total employees: 27 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Curcio Webb LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (39); charitable organizations (11).

**Does Curcio Webb 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/109066

**Does Curcio Webb LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Curcio Webb has no minimum account size."

**What changed in Curcio Webb 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)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> Curcio Webb has no minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 39 | $0 |
| Charitable organizations | 11 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 1999 (27 years)
- Employees: 30 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- curciowebb.com
- LinkedIn @CURCIO-WEBB

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 27 | June 14, 2021 |
| October 2022 | Not reported | 26 | May 31, 2022 |
| October 2023 | Not reported | 25 | April 4, 2023 |
| October 2024 | Not reported | 30 | March 11, 2024 |
| October 2025 | Not reported | 30 | March 11, 2025 |
| October 2026 | Not reported | 30 | March 27, 2026 |

Total employees: 27 in October 2021 and 30 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. Curcio Webb LLC (CRD 109066): Form ADV filing data as of October 2026.