CURI CAPITAL

700 Spring Forest Road
Suite 235
Raleigh, North Carolina 27609
Tel: 984-202-2800

About CURI CAPITAL

CURI CAPITAL, formally registered with the SEC as CURI CAPITAL. The firm was established in 06/09/2020. They have over 4 offices throughout the country.

CURI CAPITAL is a Raleigh, North Carolina based Financial Planning firm with nearly $1,403,785,530 assets under management, offering retirement planning & investment advisory services to 1746 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281133
SEC#	801-118864
Assets Managed by Firm	$1,403,785,530
No. of Clients	1746
No. of Advisors	23

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1746	$1,403,785,530
Individuals (other than high net worth individuals)	286	$95,034,444
High net worth individuals	187	$599,905,311
Pension and profit sharing plans	24	$145,165,815
Charitable organizations	4	$6,591,825
Corporations or other businesses	3	$129,033,014

More Retirement Planning firms in Raleigh, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$714,587,898,072	76254	1338
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$367,167,074,976	4060	932
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	$273,040,118,322	333	1029
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$235,232,798,890	7030	418
STERLING CAPITAL MANAGEMENT LLC 4350 Congress Street, Suite 1000 Charlotte, NC, 28209	$62,841,626,948	3390	180

Explore More Retirement Advisors in Raleigh, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.