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- Custodian
- BMO Harris · Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-02-2018
- Office Locations
- 3
Office Locations
About THE Coury Firm
The Coury Firm is a global multi-family office (serving since 1984) providing wealth and business advisory, succession planning, and asset management for multigenerational families, entrepreneurs, foundations and institutions. Its investment approach emphasizes diversified public-market portfolios alongside structured notes and targeted allocations to private managers and alternatives, supported by regular outlooks, and includes an OCIO offering through its SEC-registered RIA.
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Owner & Executives
GREGG S. COURY
Chief Executive Officer, Director
- CRD
- #2792073
- Ownership
- Less than 5%
JEFF CHARLES COURY
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ashley Suzanne Chupka
--
- CRD
- #7615195
Andreo Coury
Portfolio Manager
- CRD
- --
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,103,224,964 | $1,538,668 |
| Non-Discretionary | $221,581,171 | $705,673 |
| Total | $1,324,806,135 | $1,284,972 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2023
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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