Curi Rmb Capital, LLC

CRD#134249
Investment Advisor Firm

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Learn more about Curi Rmb Capital, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Curi Rmb Capital, LLC is located at One North Wacker Drive, Chicago, IL. The firm employs 91 financial advisors. Curi Rmb Capital, LLC is not a registered broker-dealer.

    The firm manages $9.8 billion in assets under management across 13,209 accounts, with 11,735 discretionary accounts and 1,474 non-discretionary accounts. Over the past year, 3,000 clients received financial planning services. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The firm serves retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, insurance companies, and corporations. High net worth investors represent the largest client type by accounts, with 1,415 high net worth clients. The fee structure includes asset-based, fixed, and performance-based fees. The firm maintains an affiliation with an insurance company or agency.

    Curi Rmb Capital, LLC is registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Wisconsin, Wyoming, Missouri, Washington, Texas, and New Hampshire.

    Assets Under Management

    $9.8 billion

    Number of Advisors

    91

    Disclosures

    No

    Office Location

    One North Wacker Drive
    Chicago, IL 60606

    Curi Rmb Capital, LLC by the Numbers

    Total Assets Under Management

    $9.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    168

    National Average: 64
    Total Number of Accounts

    13,209

    National Average: 375,227
    Average Account Size

    $744.2 thousand

    National Average: $23.0 thousand
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    Products and Services

    Financial services that Curi Rmb Capital, LLC offers include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. In the last fiscal year, Curi Rmb Capital, LLC provided financial planning services to 3000 of its customers. The company is engaged in selling products or offering services different than investment advisory services to its clients. It also has a number of financial industry affiliations, including with an insurance company or agency.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    A financial advisor's fees typically vary depending on the type of financial services offered. However, fees charged by Curi Rmb Capital, LLC can consist of some combination of the following fee structures: asset-based, fixed, and performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Curi Rmb Capital, LLC. The firm is able to withdraw the fees directly from client funds.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company does business with a number of different clients. Curi Rmb Capital, LLC works with retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, insurance companies, and corporations. Out of its 13,209 clients, Curi Rmb Capital, LLC's largest client group by number of accounts is high net worth investors, but it also serves 1,415 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 50.79%
    • Other Individuals - 45.91%
    • Corporations - 1.97%
    • Charitable Organizations - 1.33%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Curi Rmb Capital, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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