CRD: 120971
Kurfees Capital Management, LLC
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- Custodian
- Altruist · Merrill Lynch · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-26-2000
- Office Locations
- 1
Office Locations
About Kurfees Capital Management, LLC
Kurfees Capital Management is a solo RIA founded in 2000 by advisor Bryce Kurfees, focused on helping client-friends align finances with core life goals through planning, a personalized “core portfolio,” and ongoing optimization. Portfolios lean on diversified ETF and high‑quality bond building blocks, with optional solutions for concentrated stock, real estate, or entrepreneurial goals. The firm partners with platforms like Dimensional, GMO’s NeboWealth, RightCapital, and Altruist to bring institutional research and specialist support to a high-touch relationship.
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Owner & Executives
DONALD BRYSON KURFEES JR
Advisor, Chief Compliance Officer
- CRD
- #2543049
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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