CURI WEALTH MANAGEMENT, LLC
Legal name: CURI CAPITAL
CRD #281133 SEC #801-118864 RALEIGH, NC 984-202-2800
SEC Registered Private Funds
Total AUM
$1.4B
Discretionary
$1.4B
Employees
23
Clients
26
Accounts
1,746
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2023 | $1.4B | $1.4B | $297.4K | 23 | 10 |
| Aug 2023 | $1.4B | $1.4B | $297.4K | 23 | 10 |
| Apr 2023 | $1.4B | $1.4B | $297.4K | 23 | 10 |
| Mar 2023 | $1.4B | $1.4B | $297.4K | 23 | 10 |
| Jan 2023 | $1.1B | $1.1B | $0 | 20 | 16 |
| Sep 2022 | $1.1B | $1.1B | $0 | 20 | 16 |
| Sep 2022 | $1.1B | $1.1B | $0 | 20 | 16 |
| Jul 2022 | $1.1B | $1.1B | $0 | 20 | 16 |
| Apr 2022 | $1.1B | $1.1B | $0 | 20 | 16 |
| Mar 2022 | $1.1B | $1.1B | $0 | 20 | 16 |
| Jan 2022 | $299M | $299M | $0 | 9 | 53 |
| Jan 2022 | $299M | $299M | $0 | 9 | 53 |
| Aug 2021 | $299M | $299M | $0 | 9 | 53 |
| Jul 2021 | $299M | $299M | $0 | 9 | 53 |
| May 2021 | $299M | $299M | $0 | 9 | 53 |
| May 2021 | $299M | $299M | $0 | 9 | 53 |
| Mar 2021 | $299M | $299M | $0 | 9 | 53 |
| Dec 2020 | $121.5M | $121.5M | $0 | 9 | 178 |
| Jun 2020 | $121.5M | $121.5M | $0 | 9 | 178 |
| Jun 2020 | $121.5M | $121.5M | $0 | 9 | 178 |
| Jun 2020 | $121.5M | $121.5M | $0 | 9 | 178 |
| May 2020 | $121.5M | $121.5M | $0 | 9 | 178 |
| Aug 2019 | $54.7M | $54.7M | $0 | 6 | 1 |
| Jul 2019 | $54.7M | $54.7M | $0 | 6 | 1 |
| Jun 2019 | $54.7M | $54.7M | $0 | 5 | 1 |
| Mar 2019 | $160.6M | $160.6M | $0 | 12 | 1 |
| May 2018 | $109M | $109M | $0 | 5 | 0 |
| May 2018 | $109M | $109M | $0 | 5 | 0 |
| Mar 2018 | $109M | $109M | $0 | 5 | 0 |
| Jul 2017 | $211.2M | $68M | $143.2M | 10 | 11 |
| Jun 2017 | $211.2M | $68M | $143.2M | 10 | 11 |
| May 2017 | $211.2M | $68M | $143.2M | 9 | 11 |
| Mar 2017 | $211.2M | $68M | $143.2M | 9 | 11 |
| Nov 2016 | $208.9M | $62.6M | $146.4M | 9 | 0 |
| Jul 2016 | $139.3M | $0 | $139.3M | 4 | 0 |
| Mar 2016 | $139.3M | $0 | $139.3M | 4 | 0 |
| Feb 2016 | $133.6M | $133.6M | $0 | 1 | 0 |
| Jan 2016 | $133.6M | $133.6M | $0 | 1 | 0 |
| Sep 2015 | $0 | $0 | $0 | 1 | 0 |
| Aug 2015 | $0 | $0 | $0 | 1 | 0 |
DateDec 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$297.4K
Employees23
Clients10
DateAug 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$297.4K
Employees23
Clients10
DateApr 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$297.4K
Employees23
Clients10
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$297.4K
Employees23
Clients10
DateJan 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees20
Clients16
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees20
Clients16
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees20
Clients16
DateJul 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees20
Clients16
DateApr 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees20
Clients16
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees20
Clients16
DateJan 2022
Total AUM$299M
Discretionary$299M
Non-Disc.$0
Employees9
Clients53
DateJan 2022
Total AUM$299M
Discretionary$299M
Non-Disc.$0
Employees9
Clients53
DateAug 2021
Total AUM$299M
Discretionary$299M
Non-Disc.$0
Employees9
Clients53
DateJul 2021
Total AUM$299M
Discretionary$299M
Non-Disc.$0
Employees9
Clients53
DateMay 2021
Total AUM$299M
Discretionary$299M
Non-Disc.$0
Employees9
Clients53
DateMay 2021
Total AUM$299M
Discretionary$299M
Non-Disc.$0
Employees9
Clients53
DateMar 2021
Total AUM$299M
Discretionary$299M
Non-Disc.$0
Employees9
Clients53
DateDec 2020
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees9
Clients178
DateJun 2020
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees9
Clients178
DateJun 2020
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees9
Clients178
DateJun 2020
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees9
Clients178
DateMay 2020
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees9
Clients178
DateAug 2019
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees6
Clients1
DateJul 2019
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees6
Clients1
DateJun 2019
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2019
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees12
Clients1
DateMay 2018
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$211.2M
Discretionary$68M
Non-Disc.$143.2M
Employees10
Clients11
DateJun 2017
Total AUM$211.2M
Discretionary$68M
Non-Disc.$143.2M
Employees10
Clients11
DateMay 2017
Total AUM$211.2M
Discretionary$68M
Non-Disc.$143.2M
Employees9
Clients11
DateMar 2017
Total AUM$211.2M
Discretionary$68M
Non-Disc.$143.2M
Employees9
Clients11
DateNov 2016
Total AUM$208.9M
Discretionary$62.6M
Non-Disc.$146.4M
Employees9
Clients0
DateJul 2016
Total AUM$139.3M
Discretionary$0
Non-Disc.$139.3M
Employees4
Clients0
DateMar 2016
Total AUM$139.3M
Discretionary$0
Non-Disc.$139.3M
Employees4
Clients0
DateFeb 2016
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees1
Clients0
DateJan 2016
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees1
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0