{
  "crd_number": 134249,
  "slug": "curi-capital-llc-chicago-il-134249",
  "primary_business_name": "CURI CAPITAL, LLC",
  "legal_name": "CURI CAPITAL, LLC",
  "dbas": [
    "CURI CAPITAL RETIREMENT PLAN SOLUTIONS",
    "CURI CAPITAL WEALTH BUILDER"
  ],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-02-15",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-07-07",
  "carried_forward": false,
  "raum_total": 11582602449.0,
  "raum_discretionary": 9298255564.0,
  "raum_non_discretionary": 2284346885.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 180,
  "advisory_employees": 106,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 200213655.0,
      "count": 38
    },
    "individuals": {
      "raum": 495619690.0,
      "count": 1318
    },
    "insurance_companies": {
      "raum": 889200966.0,
      "count": 7
    },
    "investment_companies": {
      "raum": 1155276226.0,
      "count": 8
    },
    "pension_profit_sharing": {
      "raum": 62529713.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 7862839095.0,
      "count": 1547
    },
    "pooled_investment_vehicles": {
      "raum": 576653433.0,
      "count": 19
    },
    "corporations_other_businesses": {
      "raum": 340269671.0,
      "count": 18
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://curicapital.com",
    "https://facebook.com/curicapital1",
    "https://instagram.com/curicapital",
    "https://linkedin.com/company/curicapital",
    "https://rmbfunds.com",
    "https://youtube.com/channel/UCLAT9g7H2QFivUP7LedjZog?app=desktop"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/134249",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/curi-capital-llc-chicago-il-134249",
  "display_name": "Curi Capital, LLC",
  "summary": "Curi Capital, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2005, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 7, 2026.",
  "citation": "AdvisorCensus. Curi Capital, LLC (CRD 134249): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "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)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Curi Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Curi Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Curi Capital, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Curi Capital, LLC located?",
      "a": "Curi Capital, LLC's principal office is in Chicago, IL, according to its Form ADV; the August 2026 filing also lists 10 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Curi Capital, LLC registered with the SEC or a state?",
      "a": "Curi Capital, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134249."
    },
    {
      "q": "How much does Curi Capital, LLC manage?",
      "a": "Curi Capital, LLC reports $11,582,602,449 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (80% discretionary)."
    },
    {
      "q": "How have Curi Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Curi Capital, LLC: Regulatory assets under management: $8,438,728,335 in the October 2021 data and $11,582,602,449 in the October 2026 data, up 37%. Total employees: 153 in October 2021 and 180 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Curi Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,547); individuals (other than high net worth individuals) (1,318); charitable organizations (38)."
    },
    {
      "q": "Which custodians does Curi Capital, LLC use?",
      "a": "Curi Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Curi Capital, LLC report any disciplinary disclosures?",
      "a": "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/134249"
    },
    {
      "q": "What changed in Curi Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 91 to 106. Regulatory assets under management went from $9,830,680,915 to $11,582,602,449 (+18%). Changed its office addresses in Raleigh, NC. Changed its office addresses in Washington, DC. Added an office in Atlanta, GA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 8438728335.0,
      "total_employees": 153,
      "filing_date": "2021-05-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 7847235921.0,
      "total_employees": 146,
      "filing_date": "2022-09-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6370892193.0,
      "total_employees": 150,
      "filing_date": "2023-07-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 8484055573.0,
      "total_employees": 185,
      "filing_date": "2024-07-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 9830680915.0,
      "total_employees": 168,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 11582602449.0,
      "total_employees": 180,
      "filing_date": "2026-07-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 91 to 106.",
        "Regulatory assets under management went from $9,830,680,915 to $11,582,602,449 (+18%).",
        "Changed its office addresses in Raleigh, NC.",
        "Changed its office addresses in Washington, DC.",
        "Added an office in Atlanta, GA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth Management Fees will vary by client based upon the services provided and other considerations deemed relevant to Curi Capital but will generally range between 0.25% and 1. 25% of assets under management per annum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.25
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth Management Fees will vary by client based upon the services provided and other considerations deemed relevant to Curi Capital but will generally range between 0.25% and 1. 25% of assets under management per annum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/curi-capital-llc-chicago-il-134249.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1318,
      "fewer_than_5": false,
      "raum": 495619690.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1547,
      "fewer_than_5": false,
      "raum": 7862839095.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1155276226.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 576653433.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 62529713.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 38,
      "fewer_than_5": false,
      "raum": 200213655.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 7,
      "fewer_than_5": false,
      "raum": 889200966.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 18,
      "fewer_than_5": false,
      "raum": 340269671.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/134249",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}