Curry Webb Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts, beginning with a comprehensive data-gathering meeting and ongoing plan monitoring. The firm generally requires a $1,000,000 assets‑under‑management minimum (which may be waived in certain cases), bills fees as a percentage of AUM, and reported approximately $337.2 million in discretionary assets under management.
The firm’s investment approach emphasizes diversified asset allocation implemented mainly through mutual funds and ETFs, using a mix of fundamental and technical research and an intended holding horizon of roughly three years for most funds; an Investment Committee meets every two weeks to review positions and present ideas. Financial planning is integrated into advisory services at no separate fee, and clients commonly grant discretionary trading authority that is exercised through a qualified custodian.
Notably, the brochure frames the client base as individuals and trusts without identifying a high‑net‑worth client segment, which differs from many peers of similar team size. Other operational distinctions include a long operating history with a recent name change following an ownership transition, regular committee governance, and a disclosure that some advisory personnel are licensed insurance agents who may earn separate insurance commissions.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.65% annually
Insurance commissions earned by certain persons affiliated with the firm when selling insurance products, separate and in addition to advisory fees.
Account minimum: $1,000,000
Main office
See office500 E 96th Street, Suite #140
Indianapolis IN 46240
Advisors at this office
3
Offices (2)
Most active in
California · Indiana
Also doing business as
Curry Webb Wealth Management LLC · Webb Capital Management · Webb Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert C
CFP®, Series 65
Indianapolis, IN
Curry Webb Wealth Management LLC
Robert Curry is a CFP® and holds a Series 65 designation with 20 years of industry experience. He has been affiliated with ARGI Investment Services since 2012. He is based in Indianapolis, IN and is part of the five-advisor team at Curry Webb Wealth Management LLC. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with an Investment Committee that meets biweekly to review positions and ideas.
Brady J
Series 65
Indianapolis, IN
Curry Webb Wealth Management LLC
Brady Johnson is a financial advisor at Curry Webb Wealth Management LLC in Indianapolis, IN. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he was a student for 17 years. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with integrated financial planning and regular Investment Committee oversight.
David W
CFP®, Series 63
Indianapolis, IN
Curry Webb Wealth Management LLC
David Webb is a CFP® with 19 years of industry experience, currently serving at Curry Webb Wealth Management LLC. He has led Webb Capital Management, LLC since 2013. Curry Webb Wealth Management is a team-based firm that offers customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm employs a diversified asset allocation strategy using mutual funds and ETFs, supported by regular Investment Committee reviews and integrated financial planning services.
David S
Series 63, Series 65
Indianapolis, IN
Curry Webb Wealth Management LLC
David Stitt is a financial advisor at Curry Webb Wealth Management LLC in Indianapolis, IN, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Ameriprise Financial Services, Fifth Third Securities, Guardian Life Insurance Company, and Angie's List. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with financial planning integrated into advisory services and oversight by a biweekly Investment Committee.
Ty W
Series 65
Indianapolis, IN
Curry Webb Wealth Management LLC
Ty Williams is a Series 65 licensed advisor with Curry Webb Wealth Management LLC in Indianapolis, IN, and has three years of industry experience. He has been with Webb Capital Management, LLC since 2022. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, supported by regular Investment Committee reviews and integrated financial planning services.
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