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Estimated AUA and all other information as of 9/30/2024.

¹ Total assets under advisement (“AUA”) presented here differs from regulatory assets under management (“RAUM”) reported on Curi RMB Capital’s Form ADV. AUA reflects net assets under management for private funds, retirement plan services, and mutual funds managed by Curi RMB Capital, while RAUM reflects gross assets under management.

² Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.

Please note: RMB Capital merged with Curi Wealth Management (dba Curi Capital) as of January 1, 2024. Some of the information/data contained herein may not include Curi Capital’s information/date as of December 31, 2023. As the integration of the firms takes place, the information/data will be updated.

All information presented is subject to change at any time and is provided only as of the date indicated.

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