$11.6B Total AUM
$9.3B Disc. AUM
12.4% 3Y CAGR
180 Employees
3,044 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex · Charles Schwab & Company · Deutsche Bank · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- FrontierAtlas +more
- Established Date
- 02-15-2005
- Office Locations
- 16
Office Locations
10361 West Innovation Drive Milwaukee WI
115 S. Lasalle 34th Floor Chicago IL
115 S. Lasalle St. 34th Floor Chicago IL
About Curi Capital, LLC
Curi Capital, LLC is a Chicago-based RIA with 16 offices. The firm has been operating for 21 years. Managing $11.6B in total assets under management, with 106 advisory representatives. They custody assets with Apex and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
44 AVG AGE
$109.3M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
7.8 yrs AVG TENURE
180 Employees
106 Advisory Reps
94 RIA Reps
21yrs Firm Age
Insights
Open the full profile to inspect shifts in crest peak.
Premium access reveals conviction themes in radial glacier.
Upgrade to reveal position-level detail across peak crest.
Request access to benchmark trends tied to north.
Upgrade to reveal position-level detail across alpha foundation.
Request access to benchmark trends tied to foundation.
Unlock to compare peer behavior around frontier harbor.
Open the full profile to inspect shifts in unison eagle.
Asset Classes
Matrix Vector Insight Vertex quantum Capital fusion Matrix Frontier glacier Unison Matrix foundation Bridge Oak
Client Personas
Vertex Element
Custodian
Horizon oak Catalyst harbor Frontier Ember ridge
Investment Themes
Prime Optima pioneer Value Element unison Harbor element Oak
Investment Vehicles
Harbor delta Legacy atlas
Platform
Vertex Capital element Catalyst
Services
Atlas Legacy Pathway radial Beacon Oak Crest Eagle Delta focus Catalyst Ridge Momentum beacon
Technology
Zenith Atlas legacy Foundation unison Crest peak Capital Foundation wave
Owner & Executives
DONALD ALLEN BECHTER
President
- CRD
- #2295881
- Ownership
- Less than 5%
(368) 374-8189
meridian.ember@fusioncapital.com
in linkedin.com/in/atlas-pioneer
RICHARD MCFARLAND BURRIDGE JR
Executive Chairman
- CRD
- #1365954
- Ownership
- Less than 5%
(988) 820-2123
pathway.zenith@peakcapital.com
in linkedin.com/in/eagle-quantum
Q
Quantum crest
Ridge unison vector
- CRD
- #91510
- Ownership
- 8.4%
(509) 414-9361
vertex.meridian@timbercapital.com
in linkedin.com/in/ridge-legacy
Showing 2 of 6 owners & executives
Unlock allContacts
BENJAMIN JOSEPH ALBRECHT
Partner
- CRD
- #4574728
(738) 425-4307
crest.wave@horizoncapital.com
in linkedin.com/in/quantum-wave
DAVID MICHAEL ARTHUR
Director
- CRD
- #4578447
(518) 493-5822
quantum.summit@meridiancapital.com
in linkedin.com/in/horizon-north
O
Optima focus
Matrix pioneer wave
- CRD
- #25099
(415) 567-8168
matrix.matrix@bridgecapital.com
in linkedin.com/in/atlas-matrix
Showing 2 of 96 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,298,255,564 | $713,111 |
| Non-Discretionary | $2,284,346,885 | $585,730 |
| Total | $11,582,602,449 | $683,783 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,850,672,790
Equity - Exchange:
21.0% Public Funds:
21.3% U.S. Government/Agency:
5.1% Municipal Bonds:
7.4% Private Funds:
16.2% Cash:
3.7% Corporate - Investment Grade:
17.2% Other:
8.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,208,863,895 | 21.0% |
| Public Funds | $1,226,133,380 | 21.3% |
| U.S. Government/Agency | $293,581,232 | 5.1% |
| Municipal Bonds | $425,980,611 | 7.4% |
| Private Funds | $932,552,148 | 16.2% |
| Cash | $212,990,305 | 3.7% |
| Corporate - Investment Grade | $990,117,095 | 17.2% |
| Other | $466,276,074 | 8.1% |
| Total | $5,756,494,740 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST CATALYST LEGACY | PRIME INSIGHT | WW84W76E4 | GUWEH | 2.37% | $37,664,004 |
| OPTIMA LEGACY | ATLAS INSIGHT | GZ4ESJSHL | PCMU | 3.93% | $95,235,291 |
| RIDGE EAGLE | OPTIMA FRONTIER | TIHW992YH | QVFI | 1.89% | $84,376,044 |
| EAGLE GLACIER EMBER | NORTH PATHWAY | Q0RCKGN7T | CZIOK | 3.93% | $119,502,278 |
| LEGACY CREST HARBOR | ATLAS DELTA | U7JJRKUBG | NJYI | 10.51% | $76,435,696 |
| PEAK LEGACY | PATHWAY MATRIX | 1681Y9O20 | ILELK | 11.44% | $15,367,095 |
| SUMMIT LEGACY | RIDGE LEGACY | T5OI0VYDH | TBK | 0.64% | $84,925,185 |
| FRONTIER CAPITAL | ZENITH BEACON | TF4G2SYZ6 | YIZ | 11.91% | $97,105,555 |