Indianapolis, IN N Meridian Street Office

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.