C
$47.0M Total AUM
$47.0M Disc. AUM
-- 3Y CAGR
2 Employees
80 ADV. Clients
4 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-22-2021
- Office Locations
- 1
Office Locations
-- Lynch Station VA
About Couric Financial
Couric Financial Partners LLC (Couric Financial) is a fee-only fiduciary RIA providing wealth management for individuals and entrepreneurs, combining financial planning with portfolio management, tax management strategies, and estate and charitable-giving planning. The team brings Enrolled Agent and AAMS credentials and partners with Schwab Charitable; portfolios primarily use public funds and ETFs.
Team overview
48 AVG AGE
$47.0M AVG AUM / ADVISOR
$587.6K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN NELSON COURIC
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4139537
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,008,369 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,008,369 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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