CURI WEALTH MANAGEMENT, LLC RALEIGH, NC Investment Advisor How do I update this listing?

Curi Wealth Management is based out of Raleigh. Curi Wealth Management is a large advisory firm with 142 clients and discretionary assets under management (AUM) of $298,987,266 (Form ADV from 2021-07-22). Their last reported 13F filing for Q2 2021 included $199,343,000 in managed 13F securities and a top 10 holdings concentration of 62.94%. Curi Wealth Management's largest holding is Schwab U.S. Large-Cap ETF with shares held of 354,605. Whalewisdom has at least 3 13F filings

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13F Activity

  • Market Value $199.343 Million
  • Prior Market Value $157.793 Million
  • New Purchases4 stocks
  • Additional Purchases60 stocks
  • Sold out of2 stocks
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 62.94 %
  • Turnover % [1]:6.52%
  • Turnover Alt % [2]: 0.44 %
  • Time Held Top20:1.85 quarters
  • Time Held Top10:1.80 quarters
  • Time Held All:1.93 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 2.56%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

RALEIGH NC    27609
Country: United States

Business Phone: 984-202-2810
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NC
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 13,968,400
Total Number of Clients: 142
Amount of client funds and securities by related persons: 7,355,890
Total Number of clients from related persons: 69
Data above was derived from SEC filings.

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