Media Resources
We are happy to provide information and news from Curi Capital. You can review our most recent press releases or find our contact information to reach out to us directly for any specific inquiries.
Media Contacts
Amber Hickory
Chief Strategy Officer
303.641.2637
ahickory@curicapital.com
Casey Darmody
Director of Marketing
303.801.3613
cdarmody@curicapital.com
Curi Capital Wealth Management
Curi Capital Wealth Management offers what we believe is a rare combination of capabilities when it comes to in-house planning and investment expertise. Our iterative, planning-through-implementation process establishes the foundation for managing each client’s complex financial picture, even as market conditions and personal circumstances change.
Curi Capital Family Office Services
Curi Capital Family Office Services aims to strike each client’s optimal balance of control and freedom. With a fully customizable selection of planning, investment, accounting, and reporting services, our team of senior professionals delivers tailored solutions based on the desired scope of each relationship.
Curi Capital Wealth Management
Investing with conviction is at the core of Curi Capital Investment Management. To us, conviction means our dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. We specialize in long-term, active investment strategies that span the market-cap spectrum and the globe.
Curi Capital Wealth Management
Curi Capital Retirement Plan Solutions focuses on driving measurable improvements across all aspects of an organization’s retirement plan in order to optimize outcomes for the firm, its employees, and its executives. We serve as a co-fiduciary, taking a holistic, impartial, disciplined approach to drive results.
Recent Press Releases
Facts and Figures
$14.0B AUA¹
97.2%
Client revenue retention²
3000+ Client Base
176 employees
#55
Barron’s 2025 Top RIA ranking³
11 Office Locations
Estimated AUA and all other information as of 12/31/2025.
¹ Total assets under advisement (“AUA”) presented here differs from regulatory assets under management (“RAUM”) reported on Curi Capital’s Form ADV. AUA reflects net assets under management for private funds, retirement plan services, and mutual funds managed by Curi Capital, while RAUM reflects gross assets under management.
² Client Revenue Retention is measured as of 12/31/2025 and represents the average Annual Client Revenue Retention rate over the prior five years. Annual Client Revenue Retention is calculated as: (Prior Calendar Year Total Revenue – Annual Client Revenue Lost) ÷ Prior Calendar Year Total Revenue.
³ Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.
All information presented is subject to change at any time and is provided only as of the date indicated.
