Kurfees Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,500,000
Clients
6
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$1,416,667
About
Kurfees Capital Management, LLC provides discretionary investment management and financial planning services to individual clients, covering areas such as retirement, college funding, cash flow, tax, insurance, and estate planning. The firm is fee-only and typically charges an asset-based percentage of discretionary assets under management, with fees generally billed monthly and annual reviews of plans and portfolios.
KCM begins client relationships by creating a holistic life and financial plan and then matches portfolios to clients’ short-, intermediate- and long-term goals, operating under discretionary authority to implement investment changes consistent with each client’s Investment Policy Statement. The brochure states the firm prefers to partner with clients’ existing professionals and makes financial, retirement and estate planning consulting available typically at no additional charge.
The firm discloses affiliations and an explicit partnership approach with other advisors and outside professionals, a practice that is relatively uncommon among independent firms and which the firm uses to supplement its services. With a small client roster and modest assets under management, KCM’s practice model reflects a highly individualized operating scale compared with many peers, and clients are asked to promptly report changes in their financial situation that could require plan adjustments.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Fee options
Fee-only: Fee-only basis, no commissions or other compensation
Main office location
Kurfees Capital Management, LLC
2786 Helston Road
Columbus OH 43220, United States
Number of offices
1
Most active in
Kurfees Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not 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.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
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")