$527.7M Total AUM
$494.5M Disc. AUM
-- 3Y CAGR
3 Employees
172 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Matrix bridgeEagle element
- Established Date
- 08-16-2024
- Office Locations
- 1
Office Locations
180 North Stetson AVE STE 3500 Chicago IL
About Cura Wealth Advisors, LLC
Cura Wealth Advisors is a boutique, fiduciary, SEC-registered RIA based in Chicago serving clients worldwide. The firm provides wealth and multi-generational planning, portfolio management, and alternative investment solutions, including access to private alternatives, with a focus on durable long-term portfolios amid market uncertainty. Custody includes Charles Schwab.
Team overview
48 AVG AGE
$263.9M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
1.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vector Element prime Focus Glacier signal Summit Alpha catalyst Ridge fusion Ridge Legacy
Client Personas
Harbor legacy
Custodian
Focus Capital Bridge Zenith Oak
Investment Themes
Peak Optima north Ember Ember
Investment Vehicles
Bridge horizon Capital matrix
Platform
Atlas
Services
Wave vector Radial north Pathway Bridge Beacon Matrix legacy Prime North meridian Momentum
Technology
Catalyst prime Fusion
Owner & Executives
F
FREDERICK MAXIMILIAN KORT
Chief Executive Officer, Managing Partner
- CRD
- #5376727
- Ownership
- 75% or more
(573) 370-2873
fusion.crest@catalystcapital.com
in linkedin.com/in/harbor-meridian
NANDAN JAGDISH SHAH
Chief Compliance Officer, PARTNER
- CRD
- #2946965
- Ownership
- 10% but less than 25%
(684) 595-8087
value.signal@ridgecapital.com
in linkedin.com/in/unison-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $494,462,586 | $723,957 |
| Non-Discretionary | $33,269,797 | $1,848,322 |
| Total | $527,732,383 | $752,828 |
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Separately Managed Accounts
Total SMA Asset: $527,732,383
Equity - Exchange:
15.8% Equity - OTC:
11.0% Cash:
9.9% Public Funds:
18.1% Corporate - Investment Grade:
15.7% Municipal Bonds:
9.5% Other:
16.4% Private Funds:
3.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $940,460,924 | 15.8% |
| Equity - OTC | $654,751,276 | 11.0% |
| Cash | $589,276,148 | 9.9% |
| Public Funds | $1,077,363,463 | 18.1% |
| Corporate - Investment Grade | $934,508,639 | 15.7% |
| Municipal Bonds | $565,467,011 | 9.5% |
| Other | $976,174,630 | 16.4% |
| Private Funds | $214,282,236 | 3.6% |
| Total | $5,952,284,327 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE HARBOR PIONEER | ELEMENT NORTH | 0VWSKJALG | IHS | 8.26% | $27,542,241 |
| FRONTIER LEGACY | CATALYST TIMBER | DAAKVJ4UG | LHLCN | 6.77% | $90,427,903 |
| MERIDIAN TIMBER VECTOR | LEGACY MERIDIAN | V82TNRGXT | FDJP | 2.86% | $35,093,998 |
| BEACON RIDGE | BEACON VALUE | SHMWW0DE1 | WQSNJ | 0.83% | $60,546,759 |
| HORIZON OAK VERTEX | RIDGE MATRIX | YMM39BXAD | DKATC | 7.96% | $52,588,159 |
| SUMMIT CREST | PEAK ATLAS | UR50IN3M7 | NFOJI | 7.79% | $112,953,745 |
| CATALYST MATRIX FRONTIER | BRIDGE UNISON | XQMOTI7L4 | YIUVO | 12.08% | $114,027,984 |
| HORIZON HARBOR OAK | SIGNAL PRIME | 8ZC08NKB2 | YLY | 2.58% | $74,927,379 |