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- Custodian
- Apex · Charles Schwab & Company · Deutsche Bank · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-15-2005
- Office Locations
- 19
Office Locations
About Curi Capital, LLC
Curi Capital, LLC is a Chicago-based RIA with 19 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.
Reported data analysis
What the numbers show
Between July 3, 2025 and July 7, 2026, reported AUM increased 17.8%, from $9.8B to $11.6B.
Across 5 reported observations, AUM increased 47.6% between November 17, 2022 and July 7, 2026, from $7.8B to $11.6B.
Of the latest reported AUM, 80.3% is discretionary and 19.7% is non-discretionary.
The firm reports 106 advisory representatives and 3,044 clients, or 28.7 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 19 reported office locations and 21 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
DONALD ALLEN BECHTER
President
- CRD
- #2295881
- Ownership
- Less than 5%
RICHARD MCFARLAND BURRIDGE JR
Executive Chairman
- CRD
- #1365954
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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BENJAMIN JOSEPH ALBRECHT
Partner
- CRD
- #4574728
DAVID MICHAEL ARTHUR
Director
- CRD
- #4578447
Showing 2 of 97 contacts
Unlock allAssets Under Management
| 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 |
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Separately Managed Accounts
SMA allocation detail is available
Curi Capital, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Curi Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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