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Curry Webb Wealth Management LLC

Updated today

Client assets under management

$332,442,429

Clients

397

18% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

79

High

Average account size

$837,386

About

Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily for individual investors and trusts. The firm begins client relationships with an initial data-gathering and suitability meeting and requires a written agreement before managing accounts.

Investment implementation emphasizes diversified asset allocation using mutual funds and exchange-traded funds, with most holdings intended to be held for multiple years and rebalanced as portfolios evolve. Clients grant the firm trading discretion and receive regular custodial statements and quarterly performance reports through the firm’s client portal.

Distinctive features include an explicit focus on non‑high‑net‑worth individuals rather than HNW clients, a small multi-advisor ownership with long industry tenure, and an investment committee that meets on a biweekly cadence. The firm also discloses that some advisory personnel are licensed insurance agents, a practice noted as a potential conflict of interest in the ADV.

Client services

Financial planning Portfolio management

Expertise

Wealth management Cash flow / budgeting

Fee options

Percentage

0.25% quarterly management fee (equivalent to 1.00% annually) on all assets under management

Other

Minimum fee: Minimum annual fee of $4,000 based on assets under management; in rare cases, financial planning fees charged if AUM fee falls below $4,000

Main office location

Curry Webb Wealth Management LLC

500 E 96 Th Street, Suite #140

Indianapolis IN 46240, United States

Number of offices

1

Most active in

California · Indiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert C

CFP®, Series 65

Indianapolis, IN

Curry Webb Wealth Management LLC

Robert Curry is a CFP® with 20 years of industry experience. He is a principal at Curry Webb Wealth Management LLC in Indianapolis, where he has been advising clients since 2012. The firm is a four-advisor team focused on providing customized financial planning and discretionary investment management. Curry Webb Wealth Management serves individual investors and trusts, primarily those who are not high-net-worth. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with a disciplined approach involving an internal investment committee that meets biweekly.

Wealth management Cash flow / budgeting
user avatar

Brady J

Series 65

Indianapolis, IN

Curry Webb Wealth Management LLC

Brady Johnson is a financial advisor at Curry Webb Wealth Management LLC in Indianapolis, holding a Series 65 designation. He has one year of industry experience, beginning his advisory career in 2025 after completing 17 years as a student. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts who are not high-net-worth clients. The firm focuses on diversified asset allocation using mutual funds and ETFs, with a biweekly investment committee review and regular client reporting.

Wealth management Cash flow / budgeting
user avatar

David W

CFP®, Series 63

Indianapolis, IN

Curry Webb Wealth Management LLC

David Webb is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been managing Webb Capital Management, LLC since 2013 and is currently part of Curry Webb Wealth Management LLC in Indianapolis, IN. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily for individual investors and trusts who are not high-net-worth clients. The firm emphasizes diversified asset allocation using mutual funds and ETFs, combining fundamental and technical analysis with a long-term holding strategy and regular portfolio rebalancing.

Wealth management Cash flow / budgeting
user avatar

David S

Series 63, Series 65

Indianapolis, IN

Curry Webb Wealth Management LLC

David Stitt is a financial advisor with Curry Webb Wealth Management LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Ameriprise, Fifth Third Securities, Guardian Life Insurance Company, and Angie's List. Curry Webb Wealth Management provides customized financial planning and discretionary investment management to individual investors and trusts, primarily serving non-high-net-worth clients. The firm emphasizes diversified asset allocation through mutual funds and ETFs, supported by regular investment committee reviews and integrated financial planning.

Wealth management Cash flow / budgeting
user avatar

Ty W

Series 65

Indianapolis, IN

Curry Webb Wealth Management LLC

Ty Williams is a financial advisor at Curry Webb Wealth Management LLC in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. He has been with Webb Capital Management, LLC since 2022. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts who are not high-net-worth clients. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with an internal investment committee that regularly reviews positions and provides clients with periodic reporting.

Wealth management Cash flow / budgeting
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