Raleigh, NC Office

Team
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Curi Capital, LLC logo

Curi Capital, LLC

Multi-team

Firm-wide stats for Curi Capital, LLC

Total advisors

95

Across 9 offices

Clients per advisor

30 Very Low

Avg AUM per client

$2,917,438 Very High

HNW client ratio

54% Very High

About

Curi Capital provides wealth management, investment management, retirement plan consulting, family office services and a subscription offering for early-career medical professionals. Its client base includes individuals and high-net-worth clients as well as institutional clients such as plan sponsors, pooled investment vehicles, mutual funds and private funds.

The firm’s investment approach emphasizes a long-term, fundamentally driven process — bottom-up fundamental analysis for equities and a relative-value approach for fixed income — implemented across separately managed accounts, model portfolios, third‑party managers, mutual funds and private funds. Curi Capital offers both discretionary and non-discretionary services, and may aggregate in-house and external strategies when constructing client portfolios and retirement plan lineups.

Distinctive features disclosed in the brochure include serving as adviser to registered open‑end investment companies (mutual funds) and acting as general partner/managing member or investment adviser to private funds that may charge performance‑based compensation; the firm also manages assets for an insurance company affiliate (Medical Mutual) and provides portfolio management for pooled vehicles. The brochure further notes that certain personnel are registered representatives of a non‑affiliated broker‑dealer in connection with Curi Capital‑sponsored mutual funds, and that the firm makes third‑party cash sweep solutions and held‑away participant account management services available to clients.

Based on Curi Capital, LLC

Expertise

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Based on Curi Capital, LLC

Occupation focus

Founder/Business Owner Doctor or Medical Professional Executive

Based on Curi Capital, LLC

Demographic focus

Mid-Career Professionals Established Professionals

Based on Curi Capital, LLC

Location

700 Spring Forest Road, Suite 235

Raleigh NC 27609

Advisors at this office

9

Advisors at this office

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Katie S

CFP®, Series 65

Raleigh, NC

Curi Capital, LLC

Katie Strother is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. She has worked at Curi Capital since 2022 and previously spent seven years at Park Ridge Asset Management. Outside of her advisory role, she serves as a nursery room leader at Peace Church and is the head coach for the varsity girls soccer team at Wilson Christian Academy. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a range of portfolio management strategies and client types.

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals
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Dylan S

CFP®

Raleigh, NC

Curi Capital, LLC

Dylan Stroud is a CFP® professional based in Raleigh, NC, with five years of industry experience. He has worked at Curi Capital since 2026 and previously held roles at BBR Partners, Simon Quick Advisors, LLC, and Piper Sandler Companies. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm emphasizes a long-term, fundamentally driven investment approach across various account types and strategies.

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals
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Hannah D

CFP®

Raleigh, NC

Curi Capital, LLC

Hannah Dysinger is a CFP® professional with Curi Capital, LLC in Raleigh, NC, bringing experience since 2023. Prior to joining Curi Capital, she held roles in a variety of organizations including the North Carolina National Guard Association and Park Ridge Asset Management, and has academic ties to North Carolina State University. Curi Capital provides wealth management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach using both discretionary and non-discretionary strategies across various investment vehicles.

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals
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Joseph K

Series 63, Series 65

Raleigh, NC

Curi Capital, LLC

Joseph Knowles is a financial advisor with Curi Capital, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Curi Capital, he worked at Credit Suisse Securities (USA) LLC for eight years. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a variety of portfolio management strategies and service offerings.

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals
user avatar

David A

CFA®

Raleigh, NC

Curi Capital, LLC

David Arthur is a CFA® charterholder with 24 years of industry experience. He is currently with Curi Capital, LLC and previously worked at Park Ridge Asset Management, LLC and Bb&T Asset Management, Inc. Since 2017, he has also been licensed as an insurance agent. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach combining bottom-up equity analysis and relative-value fixed income strategies across various managed accounts and funds.

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals
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Sheldon F

CFP®, Series 65

Raleigh, NC

Curi Capital, LLC

Sheldon Fox is a CFP® and Series 65 credentialed advisor at Curi Capital, LLC with seven years of industry experience. He previously worked at KDI Capital Partners, LLC for 17 years before joining Curi Capital in 2022. Outside of his advisory role, he serves as Executive Director of the Altamira Foundation, a private charitable nonprofit. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a variety of vehicles, including separately managed accounts, mutual funds, and private funds.

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals
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Duncan G

Series 66

Raleigh, NC

Curi Capital, LLC

Duncan Gibson is a financial advisor at Curi Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at SharpVue Capital, LLC and Morgan Stanley. Outside of his advisory role, he is involved in waste and recycling management services as a member manager of Trash Hounds, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach implemented through various strategies including separately managed accounts, mutual funds, and private funds.

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals
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William S

CFP®

Raleigh, NC

Curi Capital, LLC

William Sanderson is a CFP® professional based in Raleigh, NC, with five years of industry experience. He has worked at Curi Capital since 2019 and previously held a role at Captrust Financial Advisors from 2016 to 2019. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a variety of portfolio management strategies.

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals
user avatar

Jessica P

CFP®, Series 66

Raleigh, NC

Curi Capital, LLC

Jessica Pasquale is a CFP® with 12 years of experience currently serving as a financial advisor at Curi Capital, LLC. Her prior experience includes roles at Integrity Alliance, Lion Street Financial, and First Citizens Bank. Outside of finance, she is the owner of Pierce Paints, where she creates and sells original acrylic paintings. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a range of strategies and offers both discretionary and non-discretionary services.

ESG / Sustainable investing Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals Established Professionals
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