CURI CAPITAL

RALEIGH, NC · CRD 281133 · IAPD ↗ · 984-202-2800

$1.40BRegulatory AUM

17Advisory reps

23Employees

10Clients

26-50Planning clients

3Private funds

12States

0Disclosures

wealthSegment

ApprovedSEC status

Filing changes

April 2024 — CURI CAPITAL (RALEIGH, NC) left the SEC roster (was $1.40B RAUM, 17 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

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