Curi Capital, LLC

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Total assets under management

$11,582,602,449

Total clients

2,865

54% high-net worth

Total advisors

of 180 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$4,042,793

About

Curi Capital is an SEC‑registered investment adviser with roughly $11.6 billion in regulatory assets under management that serves individuals (including high‑net‑worth clients), employer retirement plans, institutions, mutual funds, private funds and family offices. Its service menu includes Wealth Management, Investment Management, Retirement Plan Solutions, Wealth Builder, Family Office Services, model portfolios, separately managed accounts and a subscription education product called Curi Capital MD for medical professionals.

The firm describes a long‑term, fundamental investment approach—a bottom‑up process for equities and a relative‑value focus for fixed income—implemented through a mix of proprietary strategies, third‑party managers, mutual funds and private funds. Curi Capital also serves as general partner/manager to private funds that seek absolute, low‑correlation returns and may charge performance‑based compensation, and it documents a fiduciary selection process (including a proprietary risk tool) for retirement plan and manager evaluation.

Several operational features set Curi Capital apart from many large peers: the brochure discloses that certain personnel are registered representatives of a non‑affiliated broker‑dealer and may receive transaction‑based compensation in connection with Curi‑sponsored mutual funds, and the firm’s platform explicitly includes commodity exposure through third‑party managers and private fund strategies. The adviser’s ownership ties to Medical Mutual, its targeted Curi Capital MD offering for physicians, and a recent corporate name change are additional governance and client‑market details prospective clients may want to consider.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles

Expertise

ESG / Sustainable investing Private / alternative investments

Occupation focus

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Young Professionals

Fee options

Fixed

Fixed fees for financial planning and consulting services depending on level and scope.

Percentage

$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%

Project-based

Hourly rates charged for financial planning and consulting services depending on level and scope.

Performance-based

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.

Subscriptions

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.

Other

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.

Main office location

Curi Capital, LLC

One North Wacker Drive, Suite 3500

Chicago IL 60606, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 312-993-5800

Advisors at this firm

Katie S

CFP®, Series 65

Raleigh, NC

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Reece P

Series 65

Milwaukee, WI

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Samuel B

Series 63, Series 65

Denver, CO

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Ann G

CFA®

Chicago, IL

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Matthew T

Series 65

Chicago, IL

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Eli K

CFA®

Milwaukee, WI

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Sean C

Series 66

Chicago, IL

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Andrew B

CFA®, Series 63

Chicago, IL

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Ian D

CFP®, Series 65

Chicago, IL

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Kristen R

CFP®, Series 66

Chicago, IL

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Richard B

CFP®, Series 63, Series 65

Chicago, IL

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Jennifer S

CFP®, CFA®, Series 63

Chicago, IL

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Jay K

Series 63, Series 65, Series 66

Chicago, IL

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Ilhwa L

CFA®

Chicago, IL

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

Maher H

Series 63, Series 65

Chicago, IL

Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals

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