Curi Capital: Platform Profile

Overview

Curi Capital is an SEC-registered adviser offering Wealth Management, Investment Management, Wealth Builder, Family Office Services and retirement-plan solutions.

Current regulatory identity:

• Investment adviser: Curi Capital, LLC
• CRD: 134249
• SEC number: 801-63939
• Former name: Curi RMB Capital, LLC
• Name change effective: 2025-07-01

Current ordinary Wealth Management fee structure:

• Wealth management fee range: 0.25%-1.25%
• Wealth management minimum annual fee: $10,000
• Standard billing: quarterly in advance

Certain clients can have the minimum waived and some can pay in arrears.

May fit better for

• high-net-worth households seeking financial planning and active investment management;
• clients wanting in-house investment strategies;
• families seeking private-market access;
• investors needing family-office services;
• clients seeking discretionary portfolio implementation;
• younger accumulators who fit Wealth Builder;
• investors comfortable evaluating affiliated-product conflicts.

May fit less well for

• small accounts for which the $10,000 minimum is expensive;
• investors seeking only passive low-cost ETFs;
• clients who want no proprietary investment products;
• users who want one all-in fee;
• investors who require daily liquidity from private funds;
• clients who want no performance-fee exposure in any portfolio vehicle.

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Curi Capital, LLC is the current legal adviser

Current March 31, 2026 brochure:

• Investment adviser: Curi Capital, LLC
• CRD: 134249
• SEC number: 801-63939
• Former name: Curi RMB Capital, LLC

The old name is not current.

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Wealth Management fees generally range from 0.25% to 1.25%

Current brochure:

• Wealth management fee range: 0.25%-1.25%

The fee varies by client and service scope.

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The ordinary Wealth Management minimum is $10,000 per year

Current brochure:

• Wealth management minimum annual fee: $10,000
• Wealth management minimum quarterly equivalent: $2,500
• Minimum fee waivable for some clients: Yes

Most current Wealth Management fees are charged quarterly in advance.

Some clients can pay in arrears by written arrangement.

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The $1 million reference is not a clean universal current retail minimum

Current Item 7 says Curi may impose minimums for certain advisory services.

It specifically states that for:

• legacy individual clients;
• small- and medium-sized institutions

Curi typically requires:

• Legacy or small institution minimum initial investment: $1,000,000

or:

• Legacy or small institution minimum annual fee: $10,000

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Wealth Builder is a separate service lane

Current 2026 brochure:

• Wealth Builder fee: 1.25% AUM
• Wealth Builder minimum annual fee: $2,500
• Wealth Builder minimum quarterly fee: $625
• Billing: quarterly in advance

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Curi Capital MD is another separate lane

Current brochure:

• Curi Capital MD subscription: $100/month

The subscription is educational/planning-oriented and has separate terms.

It is not the Wealth Management advisory fee.

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Internally managed strategies can add investment-management fees

Curi's Wealth Management clients can use internally managed separately managed account strategies.

Current brochure states those strategy fees are not all-inclusive and can be in addition to the Wealth Management Fee.

Examples include current tiered schedules for:

• core equity;
• core fixed income;
• treasury bills;
• growth/innovator strategies;
• small-cap strategies;
• international equity;
• multi-asset strategies.

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Private funds can charge performance compensation

Current brochure:

• Private funds managed by Curi: Yes
• Private fund management fee possible: Yes
• Private fund performance compensation possible: Yes

Curi can recommend its own private funds and private funds of managers in which it has a financial interest.

That creates an affiliated-product conflict.

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Performance-fee accounts create allocation conflicts

Current Item 6 states Curi may receive performance-based compensation from specified private funds.

Higher-fee accounts can create allocation incentives.

Curi describes policies intended to manage those conflicts.

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Alternatives include private equity, credit and real estate

Current family-office and investment materials disclosures show:

• private equity;
• private credit;
• real estate;
• hedge funds;
• commodities;
• real assets;
• alternative strategies;
• selected digital assets or related instruments.

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Insurance relationships create additional conflicts

Current brochure states certain Curi personnel maintain insurance licenses and work with insurance-related entities.

No firm employee is directly paid product commissions from the current insurance solutions described, but employees can receive economic benefits through annual bonus programs.

Legacy trail commissions can also exist for insurance policies sold before affiliation.

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Curi's new Vistria investment is announced but not yet closed as of fact-check date

On August 24, 2026, Curi announced that The Vistria Group would become an ownership partner in a transaction expected to close in late September 2026.

As of this package's fact-check date:

• Vistria transaction announced: Yes
• Vistria transaction closed as of 2026 09 05: No

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Current public scale is dated

Current September 2026 media page states, as of June 30, 2026:

• Public AUA: $14.66 billion
• Client base: 3,000+
• Employee: 178
• Office: 11

AUA differs from regulatory AUM.

Store the metric label.

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Custody and outside managers remain separate

Curi uses external custodians, third-party platforms and outside investment managers.

Assessment

Curi Capital's 0.25%-1.25% Wealth Management range is only the first layer of the fee analysis.

The current brochure can add:

• a $10,000 annual minimum;
• internally managed SMA fees;
• private-fund fees;
• performance compensation inside specified private funds;
• third-party product expenses.

The firm's different service lanes also need to remain separate:

• standard Wealth Management;
• Wealth Builder;
• Curi Capital MD;
• Family Office;
• Investment Management.

The announced Vistria transaction is an update trigger because it had not yet closed as of September 5, 2026.