About Us

At Curi RMB Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

Facts and Figures

$13.1B AUA¹


client retention²

New business driven by referrals and word of mouth

185 employees




CFA® Charterholders

Estimated AUA and all other information as of 6/30/2024.

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 Annualized retention rate as of 6/30/2024 for legacy RMB Capital only.

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.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.