Curi Capital, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 134249
· SEC file 801-63939
· Chicago, IL
· www.instagram.com
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ADV data as of Jul 07, 2026
- Regulatory AUM
- $11.6B
- Discretionary
- $9.3B
- Clients
- 2,960
- Avg AUM / client
- $3.9M
- Accounts
- 16,939
- Employees
- 180
AUM over time
$2.5B
$11.6B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,318 | $496M | 4.28% |
| High net worth individuals | 1,547 | $7.9B | 67.9% |
| Investment companies | 8 | $1.2B | 9.97% |
| Pooled investment vehicles (non-investment companies) | 19 | $577M | 4.98% |
| Pension and profit sharing plans | 5 | $62.5M | 0.54% |
| Charitable organizations | 38 | $200M | 1.73% |
| Insurance companies | 7 | $889M | 7.68% |
| Corporations and other businesses | 18 | $340M | 2.94% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $368M combined gross assets
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Boice Willis Clinic, P.A. 401(k) And Profit Sharing Plan Boice Willis Clinic, P.A. | 2024 | |
| Ilending Retirement Plan Fleet Financial Inc. (Dba Ilending) | 2024 | |
| Boulder Associates, Inc. 401(k) Plan Boulder Associates, Inc. | 2024 | |
| Adstra, Inc.Employee Savings Plan Adstra, Inc | 2024 | |
| Dentons Us Llp Profit Sharing Plan Dentons Us Llp | 2024 | |
| Raleigh Medical Group, P.A. 401(k) Profit Sharing Plan Raleigh Medical Group, P.A. | 2024 | |
| Transmarket Operations, Llc 401(k) Plan Transmarket Operations, Llc | 2024 | |
| Sierra Bravo Corporation 401(k) Plan Sierra Bravo Corporation | 2024 | |
| Mayer Brown Llp Usa Savings Plan Mayer Brown Llp | 2024 | |
| Seyfarth Shaw Llp 401(k) Savings And Retirement Plan Seyfarth Shaw Llp | 2024 |
People (97)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Mcfarland Burridge | Executive Chairman & Co Chief Investment Officer | CFP | Apr 2005 (21y) | Less than 5% |
| Maher Abrahim Harb | Chief Financial Officer | Jan 2010 (17y) | Less than 5% | |
| Donald Allen Bechter | President | CFA | Dec 2011 (15y) | Less than 5% |
| Christopher Michael Graff | Co Chief Investment Officer | CFA | Jan 2015 (12y) | Less than 5% |
| Flentye, Laura, Anne | Chief Administrative Officer | Jan 2018 (9y) | Less than 5% | |
| Joseph Mc Dermott | Chief Compliance Officer & Chief Risk Officer | CFA | Oct 2022 (4y) | Less than 5% |
| Dimitri Peter Eliopoulos | Chief Executive Officer | CFP | Jan 2024 (3y) | Less than 5% |
| Frederick Nmn Paulman | Registered representative | CFP | Apr 2005 (21y) | |
| Paul Russell Joyaux | Registered representative | CFP | Apr 2005 (21y) | |
| Richard M Burridge | Registered representative | CFA | Apr 2005 (21y) | |
| Jeffrey Charles Pearsall | Registered representative | CFP | Apr 2005 (21y) | |
| Sarah C Tims | Registered representative | CFP | Apr 2005 (21y) | |
| Michele Rio Francisco | Registered representative | CFP | Mar 2007 (19y) | |
| Benjamin Joseph Albrecht | Registered representative | CFP | Apr 2007 (19y) | |
| Katherine Johnston Ozog | Registered representative | CFP | May 2007 (19y) | |
| Thomas James Schlipmann | Registered representative | Jun 2007 (19y) | ||
| Charles Hafner Travis | Registered representative | Sep 2007 (19y) | ||
| Susan Catherine Christoph | Registered representative | CFP CFA | Sep 2007 (19y) | |
| Erica Joy Tarantur | Registered representative | CFP | Nov 2007 (19y) | |
| Sean Michael Conway | Registered representative | Jun 2008 (18y) | ||
| Janek Pedersen | Registered representative | CFP | Aug 2010 (16y) | |
| Margo K Sweany | Registered representative | CFP | Sep 2011 (15y) | |
| Seth Michael Davis | Registered representative | CFP | Mar 2012 (14y) | |
| Loren B Knaster | Registered representative | CFP CFA | May 2012 (14y) | |
| Trevor Lance Isham | Registered representative | CFP | Apr 2013 (13y) | |
| Ian F Doll | Registered representative | CFP | Sep 2013 (13y) | |
| Patrick J Stimson | Registered representative | CFP | Apr 2014 (12y) | |
| Christopher Jacobus Bach | Registered representative | CFA | Nov 2014 (12y) | |
| Charles Burton Harold Brey | Registered representative | CFP | Jun 2015 (11y) | |
| Ryan Patrick Kennedy | Registered representative | CFA | Apr 2016 (10y) | |
| Allan Avron Myer | Registered representative | Nov 2016 (10y) | ||
| Ann Elizabeth Guntli | Registered representative | CFA | Jan 2017 (10y) | |
| Andrew Jay Baker | Registered representative | CFA | Mar 2017 (9y) | |
| Ilhwa Lee | Registered representative | CFA | May 2017 (9y) | |
| Ben Niu | Registered representative | CFA | Jun 2017 (9y) | |
| Jeffrey Robert Jones | Registered representative | CFA | Jun 2017 (9y) | |
| John Kevin O'connor | Registered representative | CFA | Jun 2017 (9y) | |
| Matthew Lawrence Halkyard | Registered representative | Jul 2017 (9y) | ||
| Daniel A Nakano | Registered representative | CFP | Nov 2017 (9y) | |
| Brian Arthur Janecke | Registered representative | CFP | Dec 2017 (9y) | |
| Daniel Joseph Matola | Registered representative | CFA | Dec 2017 (9y) | |
| Peter J Bach | Registered representative | Dec 2017 (9y) | ||
| Stephanie Jo Jajtner | Registered representative | Dec 2017 (9y) | ||
| Robert Joseph Marchese | Registered representative | Jan 2018 (9y) | ||
| Barbara Anne Hill | Registered representative | CFP | May 2018 (8y) | |
| Owen Thomas Duncan | Registered representative | CFP | Jul 2018 (8y) | |
| Mohini M Mccormick | Registered representative | CFP | Sep 2018 (8y) | |
| Jonathan Guy Rigano | Registered representative | CFA | Oct 2018 (8y) | |
| Jay Travis Krause | Registered representative | Jan 2019 (8y) | ||
| Jake David Eischens | Registered representative | CFP | Jan 2019 (8y) | |
| Emily Cooper | Registered representative | Apr 2019 (7y) | ||
| Christian Robert Early | Registered representative | Apr 2021 (5y) | ||
| Patrick Nolan Thiel | Registered representative | Sep 2021 (5y) | ||
| Joshua Huels Rauterkus | Registered representative | CFP | Oct 2021 (5y) | |
| Alex Walker Koncilja | Registered representative | Mar 2022 (4y) | ||
| Aaron Alexander Ayala | Registered representative | May 2022 (4y) | ||
| Janelle Marie Mc Creary | Registered representative | CFP | May 2022 (4y) | |
| Kristen Noelle Roder | Registered representative | CFP | Jun 2022 (4y) | |
| Jeffrey J Burney | Registered representative | Aug 2022 (4y) | ||
| Brian David Klein | Registered representative | CFP | Sep 2022 (4y) | |
| John Aloysius Menton | Registered representative | Sep 2022 (4y) | ||
| James Philip Rosselle | Registered representative | Dec 2022 (4y) | ||
| Marisa Belen Ryan | Registered representative | Mar 2023 (3y) | ||
| Ryan William Emerson | Registered representative | Mar 2023 (3y) | ||
| Nick Fameree | Registered representative | Apr 2023 (3y) | ||
| Alex Christiansen | Registered representative | Jun 2023 (3y) | ||
| Samuel Lawrence Buchenau | Registered representative | Aug 2023 (3y) | ||
| Kelsey Keefner Schwadron | Registered representative | CFP | Jan 2024 (3y) | |
| David Michael Arthur | Registered representative | CFA | Jan 2024 (3y) | |
| Duncan Mc Laurin Gibson | Registered representative | Jan 2024 (3y) | ||
| Joseph Barrett Knowles | Registered representative | Jan 2024 (3y) | ||
| Katie Lamm Strother | Registered representative | CFP | Jan 2024 (3y) | |
| Sheldon Michael Fox | Registered representative | CFP | Jan 2024 (3y) | |
| William Caleb Sanderson | Registered representative | CFP | Jan 2024 (3y) | |
| Jessica Pierce Pasquale | Registered representative | CFP | Jan 2024 (3y) | |
| Reece Austin Piotter | Registered representative | Feb 2024 (2y) | ||
| John Weber | Registered representative | CFP | May 2024 (2y) | |
| Kobe Rudin | Registered representative | Jun 2024 (2y) | ||
| Alexandra Joas | Registered representative | Jun 2024 (2y) | ||
| Virginia Hui Wu | Registered representative | CFP | Jun 2024 (2y) | |
| Nicholas Foster Zinn | Registered representative | Aug 2024 (2y) | ||
| Olive W Mitchell | Registered representative | CFP | Aug 2024 (2y) | |
| Jennifer Ross Shepard | Registered representative | CFP CFA | Oct 2024 (2y) | |
| Henry Cappa Burke | Registered representative | Feb 2025 (1y) | ||
| Natalie Kay Brekken | Registered representative | Jun 2025 (1y) | ||
| Joanna Hootnick | Registered representative | Aug 2025 (1y) | ||
| Bryon Carl Stanislaw | Registered representative | CFP | Sep 2025 (1y) | |
| Eli Kwas | Registered representative | CFA | Nov 2025 (1y) | |
| Jake Isaiah Orsborn | Registered representative | Nov 2025 (1y) | ||
| Sarah Ann Ward | Registered representative | CFP | Dec 2025 (1y) | |
| Matthew John Talowski | Registered representative | Mar 2026 (0y) | ||
| Steven Ungaro | Registered representative | Mar 2026 (0y) | ||
| Leah Campbell Hoagland | Registered representative | May 2026 (0y) | ||
| Nolan Rehard | Registered representative | May 2026 (0y) | ||
| Seth J Wernick | Registered representative | May 2026 (0y) | ||
| Hannah C Dysinger | Registered representative | CFP | May 2026 (0y) | |
| Macklin Gerald Luckinbill | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Curi Capital, Llc | Member | Jan 2024 | A | 50% – 75% |
| Rmb Capital Holdings, Llc | Member | Jan 2024 | A | 25% – 50% |
| Mmic Investment Holdings, Inc. | Member | Jun 2019 | B | ≈ 37.5% – 75% via Curi Capital, Llc |
| Curi Holdings, Inc. | Member | Jun 2019 | B | ≈ 28.13% – 75% via Mmic Investment Holdings, Inc. |
| Richard M. Burridge, Jr. 2023 Family Trust | Majority Owner | Jan 2024 | B | ≈ 6.25% – 25% via Rmb Capital Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mmic Investment Holdings, Inc.: 75% – 100% of Curi Capital, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Curi Holdings, Inc.: 75% – 100% of Mmic Investment Holdings, Inc. × 75% – 100% of Curi Capital, Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Richard M. Burridge, Jr. 2023 Family Trust: 25% – 50% of Rmb Capital Holdings, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $368M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rmb Fixed Income Opportunities Qp Llc Series 1 | Hedge Fund | $127M | $250K | 273 |
| Outstanding Businesses Limited Partnership | Hedge Fund | $112M | $250K | 42 |
| Curi Capital Real Estate Income And Growth Fund I, Lp | Real Estate Fund | $26.7M | $250K | 68 |
| Rmb Japan Opportunities Fund L.P. | Hedge Fund | $24.0M | $250K | 80 |
| Rmb Private Equity Opportunities Qp Llc Series 3 | Private Equity Fund | $21.8M | $250K | 64 |
| Rmb Real Estate Opportunities Qp Llc Series 3 | Real Estate Fund | $13.9M | $250K | 67 |
| Rmb Real Estate Opportunities Qp Llc Series 2 | Real Estate Fund | $10.5M | $250K | 40 |
| Rmb Real Estate Opportunities Qp Llc Series 1 | Real Estate Fund | $10.2M | $250K | 62 |
| Rmb Private Equity Opportunities Qp Llc Series 2 | Private Equity Fund | $9.5M | $250K | 44 |
| Rmb Private Equity Opportunities Qp Llc Series 1 | Private Equity Fund | $6.6M | $250K | 60 |
| Rmb Private Investment Opportunities Llc Series 1 | Private Equity Fund | $5.4M | $250K | 35 |
| Rmb Private Equity Opportunities Qp Llc Series 4 | Private Equity Fund | $1.1M | $250K | 67 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Boice Willis Clinic, P.A. 401(k) And Profit Sharing Plan | Boice Willis Clinic, P.A. | 290 | $97.0M | 01/01/2024 |
| Ilending Retirement Plan | Fleet Financial Inc. (Dba Ilending) | 143 | $4.4M | 01/01/2024 |
| Boulder Associates, Inc. 401(k) Plan | Boulder Associates, Inc. | 236 | $36.9M | 01/01/2024 |
| Adstra, Inc.Employee Savings Plan | Adstra, Inc | 216 | $28.4M | 01/01/2024 |
| Dentons Us Llp Profit Sharing Plan | Dentons Us Llp | 1,434 | $999M | 01/01/2024 |
| Raleigh Medical Group, P.A. 401(k) Profit Sharing Plan | Raleigh Medical Group, P.A. | 315 | $35.0M | 01/01/2024 |
| Transmarket Operations, Llc 401(k) Plan | Transmarket Operations, Llc | 92 | $17.2M | 01/01/2024 |
| Sierra Bravo Corporation 401(k) Plan | Sierra Bravo Corporation | 139 | $41.2M | 01/01/2024 |
| Mayer Brown Llp Usa Savings Plan | Mayer Brown Llp | 2,078 | $1.2B | 01/01/2024 |
| Seyfarth Shaw Llp 401(k) Savings And Retirement Plan | Seyfarth Shaw Llp | 1,762 | $926M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 4.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $7.2B (63% of AUM) Jul 2026
- National Financial Services (Fidelity) $5.4B (69% of AUM) Jan 2024
- Charles Schwab & Co. $1.6B (14% of AUM) Jul 2026
- Goldman Sachs $284M (4% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗