Washington D.C., DC Office

Team
Updated today

Client AUM

$8,358,458,785

Clients

2,865

Advisors

3

Of 98 advisors across 9 offices

Location

799 9th Street NW, Suite 325

Washington D.C. DC 20001

Advisors at this office

3

Advisors at this office

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Macklin L

Series 65

Washington, DC

Curi Capital, LLC

Macklin Luckinbill is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining Curi Capital, Macklin worked in various roles at companies including Hensel Phelps Construction Company, L3Harris, Prins USA, and Elysium Technology Group. Macklin also spent four years at James Madison University and five years with Culpeper County Schools. Curi Capital is an SEC-registered investment adviser with approximately $11.6 billion in assets under management. The firm serves individuals, employer retirement plans, institutions, family offices, and more, employing a long-term fundamental investment approach with proprietary strategies and third-party managers.

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals
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John W

CFP®, Series 65

Washington D.C., DC

Curi Capital, LLC

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.

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals
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Olive M

CFP®, Series 65

Washington, DC

Curi Capital, LLC

Olive Mitchell is a CFP® and Series 65 credentialed advisor with six years of industry experience, currently working at Curi Capital, LLC. Her prior roles include positions at Cerity Partners LLC, Maryland Capital Management, LLC, Founders Land, and Maryland Spine Center. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services such as Wealth Management, Asset Management, Retirement Plan Solutions, and Family Office Services.

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals
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