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CURI CAPITAL, LLC

CHICAGO, IL · CRD 134249 · IAPD ↗ · 312-993-5800

$11.58BRegulatory AUM
106Advisory reps
180Employees
84Clients
More than 500Planning clients
17Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CURI CAPITAL, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — CURI CAPITAL, LLC grew from 91 to 106 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
August 2025 — CURI RMB CAPITAL, LLC is now doing business as CURI CAPITAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
April 2024 — CURI RMB CAPITAL, LLC grew from 66 to 87 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2024 — CURI RMB CAPITAL, LLC added office(s): 8 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
February 2024 — RMB CAPITAL MANAGEMENT is now doing business as CURI RMB CAPITAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
February 2024 — CURI RMB CAPITAL, LLC grew from 49 to 66 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.