Washington D.C., DC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Curi Capital, LLC
Multi-team
Firm-wide stats for Curi Capital, LLC
Clients per advisor
30 Very LowAvg AUM per client
$2,917,438 Very HighHNW client ratio
54% Very HighAbout
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
Based on Curi Capital, LLC
Occupation focus
Based on Curi Capital, LLC
Location
799 9th Street NW, Suite 325
Washington D.C. DC 20001
Advisors at this office
3
Advisors at this office
Macklin L
Series 65
Washington, DC
Curi Capital, LLC
Macklin Luckinbill is a financial advisor at Curi Capital, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Curi Capital, Macklin held roles at Hensel Phelps Construction Company, L3Harris, Prins USA, and Elysium Technology Group. 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, applying a long-term, fundamentally driven investment approach across a range of strategies.
John W
CFP®, Series 65
Washington D.C., DC
Curi Capital, LLC
John Weber IV is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Curi Capital, LLC and previously worked at Omega Wealth Management LLC, RMB Capital, LLC, and Partners in Financial Planning. Outside of advising, he is a partner in a real estate investment business. Curi Capital provides wealth management and investment management services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across various strategies and offers both discretionary and non-discretionary portfolio management.
Olive M
CFP®, Series 65
Washington, DC
Curi Capital, LLC
Olive Mitchell is a CFP® with six years of experience in the financial industry. She is currently with Curi Capital, LLC, having previously worked at Cerity Partners LLC, Maryland Capital Management, LLC, Founders Land, and Maryland Spine Center. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and specialized subscription offerings for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutions, employing a long-term, fundamentally driven investment approach across various strategies and account types.
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