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John Weber IV

Advisor at Curi Capital, LLC — Washington D.C., DC

Updated today

Credentials

CFP®, Series 65

Experience

3 years

Location

Washington D.C., DC 20001

Curi Capital, LLC logo

Curi Capital, LLC

Multi-team

Total advisors

98

Across 9 offices

Clients per advisor

29 Very Low

Avg AUM per client

$2,917,438 Very High

HNW client ratio

54% Very High

About

John Weber IV is a CFP® with three years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. His prior roles include positions at Curi RMB Capital, LLC, RMB Capital, LLC, and Omega Wealth Management LLC. Outside of advisory work, he is a partner in a real estate investment business. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices with a focus on a long-term, fundamental investment approach across equities and fixed income.

Client services

Based on Curi Capital, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles

Expertise

Based on Curi Capital, LLC

ESG / Sustainable investing Private / alternative investments

Occupation focus

Based on Curi Capital, LLC

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Based on Curi Capital, LLC

Young Professionals

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Fee options

Fixed

Fixed fees for financial planning and consulting services depending on level and scope.

Percentage

$0+: Wealth Management Fees generally range between 0.25% and 1.25% of assets under management per annum $0 - $3.0 million: Core Fixed Income: 0.350% $3.0 million - $5.0 million: Core Fixed Income: 0.325% $5.0 million - $10.0 million: Core Fixed Income: 0.300% $10.0 million - $25.0 million: Core Fixed Income: 0.275% $25.0 million+: Core Fixed Income: 0.250% $0 - $3.0 million: Core Equity Strategies: 0.500% $3.0 million - $5.0 million: Core Equity Strategies: 0.475% $5.0 million - $10.0 million: Core Equity Strategies: 0.450% $10.0 million - $25.0 million: Core Equity Strategies: 0.425% $25.0 million+: Core Equity Strategies: 0.400% $0 - $1.0 million: Treasury Bill Strategy: 0.150% $1.0 million - $3.0 million: Treasury Bill Strategy: 0.125% $3.0 million+: Treasury Bill Strategy: 0.100% $0 - $10.0 million: Innovators Strategy: 1.000% $10.0 million - $20.0 million: Innovators Strategy: 0.850% $20.0 million+: Innovators Strategy: 0.700% $0 - $2.0 million: Small Cap Focus: 0.750% $2.0 million - $5.0 million: Small Cap Focus: 0.700% $5.0 million - $15.0 million: Small Cap Focus: 0.650% $15.0 million - $25.0 million: Small Cap Focus: 0.600% $25.0 million+: Small Cap Focus: 0.550% $0 - $1.0 million: International Equity Strategy: 1.000% $1.0 million - $3.0 million: International Equity Strategy: 0.975% $3.0 million - $5.0 million: International Equity Strategy: 0.950% $5.0 million - $20.0 million: International Equity Strategy: 0.900% $20.0 million - $25.0 million: International Equity Strategy: 0.825% $25.0 million+: International Equity Strategy: 0.750% $0 - $1.0 million: Multi-Asset Strategies: 0.350% $1.0 million - $3.0 million: Multi-Asset Strategies: 0.325% $3.0 million - $5.0 million: Multi-Asset Strategies: 0.300% $5.0 million - $10.0 million: Multi-Asset Strategies: 0.275% $10.0 million+: Multi-Asset Strategies: 0.250%

Project-based

Hourly rates charged for financial planning and consulting services depending on level and scope.

Performance-based

Performance-based fees applicable to certain private funds managed by Curi Capital, generally ranging from 0.5% to 1.5% management fees plus performance fees as specified in offering materials.

Subscriptions

Curi Capital MD subscription offered at $100 per month, payable monthly, with up to $1,000 credit toward advisory services if subscriber becomes advisory client.

Other

Account minimum: $1,000,000 Minimum fee: $10,000 per year ($2,500 per quarter) minimum annual fee for Wealth Management Fees; $2,500 per year ($625 per quarter) minimum annual fee for Wealth Builder Services Fee-only: Financial planning and consulting fees generally billed on a fixed fee basis, hourly rate basis, or percentage of assets basis depending on service level; hourly fees for advice regarding 401(k) and 529 Plans.

Location

See office

Washington D.C., DC

799 9th Street NW, Suite 325

Washington D.C. DC 20001

Advisors at this office

3

Most active in

District of Columbia

Work history

3 years of industry experience

Curi RMB Capital, LLC

2024 - Present • 2 years

Washington, DC

RMB Capital, LLC

2023 - 2023 • 1 year

Washington, DC

Omega Wealth Management LLC

2021 - 2023 • 2 years

Arlington, VA

Omega Wealth Management LLC

2020 - 2020 • 1 year

Arlington, VA

Partners in Financial Planning

2019 - 2019 • 1 year

Salem, VA

United States Department of Agriculture

2019 - 2019 • 1 year

Blacksburg, VA

Cardinal Valley Industrial Supply

2018 - 2018 • 1 year

Salem, VA

Virginia Polytechnic Institute and State University

2017 - 2021 • 4 years

Blacksburg, VA

Full-Time education

2012 - 2017 • 5 years

Roanoke, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kevin M

CFP®, Series 65

Washington, DC

Illumint

Hi, I'm Kevin. I'm a financial advisor in Washington, D.C., and the founder & CEO of Illumint. In 2017, I launched Illumint to offer financial planning for Millennials. I specialize in helping our generation answer the question, "Are we going to be ok financially?" For you, this may mean investing more of your savings. Or smartly managing an inheritance. Perhaps you want to put your kids on the right track financially. My work as a Certified Financial Planner™ draws on my past finance experience. I previously held financial roles in the NFL and in the commercial real estate industry. The birth of my first child, though, inspired me to become a financial advisor for Millennials in Washington, DC. Around this time, I noticed that couples like us lacked good options for financial advice. The limited advice that we did receive wasn't specific to our stage in life. And the industry's compensation structure often wasn't in our best interest. I wanted to see more fee-only financial advisors. I wanted to see financial advisors with expertise in student loans and renting vs. buying. I wanted financial planning to start making inherited IRAs, Health Savings Accounts, and 529 plans work for our generation. I work hard to put myself in a position to answer any questions that Millennials have on topics like these. To this end, I serve as a resource for many journalists. Over the years, I've provided insight to the New York Times, Wall Street Journal, Washington Post, CNN, NPR, and NBC News. And I've written for Forbes, Yahoo! Finance, Kiplinger, and Fatherly. I've also worked with employers and brands on a variety of Millennial-driven personal finance events and projects. I've partnered with John Hopkins University, Nestle, and General Assembly, among others. I'm proud to hold an undergraduate business degree from Georgetown University (Hoya Saxa!). I later added an MBA in finance from Georgia Tech (THWg!). Last, but certainly not least, I'm the father of two young boys, who couldn't care less about any of this stuff. They only care that I play with them after school.

Inheritance planning Multi-generational wealth transfer Inherited wealth Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)
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Ben A

Series 66

North Bethesda, MD

Independent Financial Group, LLC

Ben Arie is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in North Bethesda, MD. He has two years of industry experience and previously worked at Plotkin Financial Advisors and APEX Home Loans. Outside of advising, he is involved in selling life and health insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a variety of advisory programs through its AccessPoint platform and third-party asset managers, providing both discretionary and non-discretionary portfolio management.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Simeon E

Series 66, Series 7, TPCP®

North Bethesda, MD

LPL Enterprise

Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.

Retirement income strategy Tax-loss harvesting General retirement planning General tax planning Wealth management Self-Employed Founder/Business Owner Approaching retirement Retired
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Jessica H

CFP®

Silver Spring, MD

Tender Wealth

Jessica Horner is a CFP® professional at Tender Wealth with experience that includes roles at Chevy Chase Trust and JMH Financial LLC. She also runs an after-school program combining ultimate-frisbee instruction with basic financial literacy lessons. Tender Wealth provides financial planning and consulting services to individuals and high-net-worth clients, offering educational seminars and workshops on financial literacy, budgeting, and retirement planning. The firm focuses on comprehensive planning and supports clients in implementing recommendations through custodians or brokers of their choice.

General tax planning
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Timothy W

CFP®, Series 66

Alexandria, VA

Wesling Financial Planning Services Corp.

Timothy Wesling is a CFP®-certified financial advisor with 22 years of industry experience. He is the sole advisor at Wesling Financial Planning Services Corp. in Alexandria, VA, and has worked at Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual clients, including high-net-worth individuals, offering portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates fundamental analysis with both long-term and short-term trading strategies, providing customized Investment Policy Statements and maintaining discretionary trading authority for ongoing engagements.

Divorce financial planning College savings (529s, UTMA, etc.)
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Alexander L

CFA®, Series 63

Bethesda, MD

Noordzee Capital LLC

Alexander Levy is a CFA® charterholder and holds a Series 63 license, currently serving as the sole advisor at Noordzee Capital LLC with one year of industry experience. He has held management roles at Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and at Noordzee Consulting LLC, which provides research and consulting services. Noordzee Capital offers advisory services mainly to institutional clients, employer retirement plans, family offices, and high- and ultra-high-net-worth individuals, including a significant non-U.S. client base. The firm’s investment approach centers on fundamental analysis supported by economic and technical tools, providing portfolio management, financial planning, retirement plan consulting, and sector-specific research.

Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
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