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FEG CURIO INVESTMENT PARTNERS, LLC

CINCINNATI, OH · CRD 323497 · IAPD ↗ · feg.com · 513-977-4400

$195.3MRegulatory AUM
5Advisory reps
17Employees
0Clients
n/aPlanning clients
20Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — FEG CURIO INVESTMENT PARTNERS, LLC reported RAUM up 41% ($138.3M -> $195.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — FEG CURIO INVESTMENT PARTNERS, LLC reported RAUM up 930% ($14.5M -> $148.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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