Kurfees Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kurfees Capital Management, LLC provides discretionary investment management and financial planning services to individual clients, covering areas such as retirement, college funding, cash flow, tax, insurance, and estate planning. The firm is fee-only and typically charges an asset-based percentage of discretionary assets under management, with fees generally billed monthly and annual reviews of plans and portfolios.
KCM begins client relationships by creating a holistic life and financial plan and then matches portfolios to clients’ short-, intermediate- and long-term goals, operating under discretionary authority to implement investment changes consistent with each client’s Investment Policy Statement. The brochure states the firm prefers to partner with clients’ existing professionals and makes financial, retirement and estate planning consulting available typically at no additional charge.
The firm discloses affiliations and an explicit partnership approach with other advisors and outside professionals, a practice that is relatively uncommon among independent firms and which the firm uses to supplement its services. With a small client roster and modest assets under management, KCM’s practice model reflects a highly individualized operating scale compared with many peers, and clients are asked to promptly report changes in their financial situation that could require plan adjustments.
Client services
Expertise
Fee options
Fee-only: Fee-only basis, no commissions or other compensation
Main office
94 N. High Street, Ste. 250
Dublin OH 43017
Advisors at this office
1
Most active in
Ohio
Also doing business as
Kurfees Capital Management, LLC · Trust Nobels
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.
Forms ADV
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