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Curi Capital

EST. AUM
$11,582,602,449

CONTACTS
8

CLIENT ACCOUNTS
16,939

Firm Details

Metro area Raleigh
CRD Number 134249
Website curicapital.com
Client types

Overview

Curi Capital's registered investment adviser subsidiary, Curi Wealth Management, LLC, is a full-service, fee-only adviser that provides personalized wealth management, financial planning, and retirement plan solutions to high-net-worth individuals, ultra-high-net worth families, and businesses. Curi is formerly NC Med Mal Insurance with 12k physicians to try and solicit. They made an acquisition of a firm called KDI Capital. Jon Autry is the point of contact for private markets. Curi Capital acquired RMB Capital in December 2023

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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