Jay Krause
Advisor at Curi Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Curi Capital, LLC
Location
Chicago, IL 60606
Credentials
Series 63, Series 65, Series 66
Industry experience
21 years
About
Jay Krause is a financial advisor with Curi Capital, LLC in Denver, CO, holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. He has worked at RMB Capital Management, LLC since 2016 and previously at Gwfs Equities, Inc. from 2011 to 2016. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various account types and offering both discretionary and non-discretionary financial planning and implementation services.
Client services
Based on Curi Capital, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
Fee options
Fixed fees for financial planning and consulting services depending on level and scope.
$0+: Wealth Management Fees generally range between 0.25% and 1.25% of assets under management per annum $0 - $3.0 million: Core Fixed Income: 0.350% $3.0 million - $5.0 million: Core Fixed Income: 0.325% $5.0 million - $10.0 million: Core Fixed Income: 0.300% $10.0 million - $25.0 million: Core Fixed Income: 0.275% $25.0 million+: Core Fixed Income: 0.250% $0 - $3.0 million: Core Equity Strategies: 0.500% $3.0 million - $5.0 million: Core Equity Strategies: 0.475% $5.0 million - $10.0 million: Core Equity Strategies: 0.450% $10.0 million - $25.0 million: Core Equity Strategies: 0.425% $25.0 million+: Core Equity Strategies: 0.400% $0 - $1.0 million: Treasury Bill Strategy: 0.150% $1.0 million - $3.0 million: Treasury Bill Strategy: 0.125% $3.0 million+: Treasury Bill Strategy: 0.100% $0 - $10.0 million: Innovators Strategy: 1.000% $10.0 million - $20.0 million: Innovators Strategy: 0.850% $20.0 million+: Innovators Strategy: 0.700% $0 - $2.0 million: Small Cap Focus: 0.750% $2.0 million - $5.0 million: Small Cap Focus: 0.700% $5.0 million - $15.0 million: Small Cap Focus: 0.650% $15.0 million - $25.0 million: Small Cap Focus: 0.600% $25.0 million+: Small Cap Focus: 0.550% $0 - $1.0 million: International Equity Strategy: 1.000% $1.0 million - $3.0 million: International Equity Strategy: 0.975% $3.0 million - $5.0 million: International Equity Strategy: 0.950% $5.0 million - $20.0 million: International Equity Strategy: 0.900% $20.0 million - $25.0 million: International Equity Strategy: 0.825% $25.0 million+: International Equity Strategy: 0.750% $0 - $1.0 million: Multi-Asset Strategies: 0.350% $1.0 million - $3.0 million: Multi-Asset Strategies: 0.325% $3.0 million - $5.0 million: Multi-Asset Strategies: 0.300% $5.0 million - $10.0 million: Multi-Asset Strategies: 0.275% $10.0 million+: Multi-Asset Strategies: 0.250%
Hourly rates charged for financial planning and consulting services depending on level and scope.
Performance-based fees applicable to certain private funds managed by Curi Capital, generally ranging from 0.5% to 1.5% management fees plus performance fees as specified in offering materials.
Curi Capital MD subscription offered at $100 per month, payable monthly, with up to $1,000 credit toward advisory services if subscriber becomes advisory client.
Account minimum: $1,000,000 Minimum fee: $10,000 per year ($2,500 per quarter) minimum annual fee for Wealth Management Fees; $2,500 per year ($625 per quarter) minimum annual fee for Wealth Builder Services Fee-only: Financial planning and consulting fees generally billed on a fixed fee basis, hourly rate basis, or percentage of assets basis depending on service level; hourly fees for advice regarding 401(k) and 529 Plans.
Location
One North Wacker Drive, Suite 3500
Chicago, IL 60606
Most active in
Jay K has reported serving >5 clients in these states in the last 12 months.
Colorado · Illinois
Work history
RMB Capital Management, LLC
2016 - Present (10 years)
Gwfs Equities, Inc.
2011 - 2016 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Richard S
Series 63, Series 65
Chicago, IL
SRC Capital Management
Julia Z
CFP®, Series 63, Series 65
Chicago, IL
Genfi LLC
Brian W
Series 65
Chicago, IL
Bright Lantern Financial LLC
Brett W
CFP®
Brookfield, IL
Wysopal Wealth
At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.
Michael C
Series 65
Chicago, IL
MJC Financial Fitness LLC
Nauman B
Series 65
Chicago, IL
Old Forge Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")