A complete list of active advisors currently associated with The Coury Firm
Warmer can help you find a great advisor at The Coury Firm or one who fits your needs even better.
The Coury Firm provides investment advisory and wealth planning services primarily to high‑net‑worth individuals, families, family offices, trusts, investment partnerships, private foundations, registered investment advisers and retirement plans. The firm also advises and manages pooled investment vehicles through its P.I. Gateway platform, and offers multi‑family office services that include trust and estate planning, family governance, tax and accounting support, and next‑generation education. The firm uses an open‑architecture, manager‑of‑managers approach and typically implements client asset allocations through a mix of third‑party managers, separately managed accounts, mutual funds and private investment funds. Investment guidance is documented in an investment policy statement and may include alternative strategies — such as private equity, private credit, real estate, hedge funds, direct investments, structured products and derivative instruments (options and futures) — with monitoring and due diligence applied to both affiliated and unaffiliated managers. What distinguishes The Coury Firm from many peers is its role as sponsor and investment manager of affiliated private funds arranged in a master‑feeder structure (P.I. Gateway) with Coury Capital Management LLC serving as general partner/manager, and the use of performance‑based fee arrangements for those funds subject to Rule 205‑3. The Firm discloses and manages associated conflicts (including recommending affiliated funds to qualifying clients only on a non‑discretionary basis and documenting offering materials and audited financials), and its combination of multi‑family office services with private fund sponsorship and alternative/commodity‑linked strategies is relatively uncommon for firms of its size and team structure.
To learn more about the advisors currently working at The Coury Firm, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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