Ashville, NC Office

Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans, including ERISA trustee-directed and participant-directed engagements. The firm also offers standalone financial plans, hourly planning, and tax-preparation services alongside its ongoing asset-management relationships.

Portfolios are typically allocated among no-load mutual funds, exchange-traded funds, individual equities and fixed income, with ongoing supervisory reviews and the ability for clients to impose investment restrictions or request ESG screening. Curio consolidates reporting for managed and “excluded” assets through custodial platforms and tools (including Tamarac) and generally bills for ongoing advisory services on a percentage-of-assets basis paid quarterly in advance.

Noteworthy details from the brochure include Curio’s use of Dimensional Fund Advisors (DFA) mutual funds, which are generally available only through approved advisers, and its willingness to provide tax-preparation and trustee/bill‑paying services—practices that have custody implications and require an annual surprise CPA examination. The firm, formed and SEC-registered in 2023, now manages several hundred million dollars in discretionary assets and delegates proxy voting to clients rather than voting proxies on their behalf.