Media Contacts
Amber Hickory
Chief Marketing Officer
303.641.2637
ahickory@rmbcap.com
Casey Darmody
Content and Communications Associate
303.801.3613
cdarmody@rmbcap.com
Curi RMB Capital Wealth Management
Curi RMB Capital Wealth Management offers what we believe is a rare combination of capabilities when it comes to in-house planning and investment expertise. Our iterative, planning-through-implementation process establishes the foundation for managing each client’s complex financial picture, even as market conditions and personal circumstances change.
Curi RMB Capital Family Office Services
Curi RMB Capital Family Office Services aims to strike each client’s optimal balance of control and freedom. With a fully customizable selection of planning, investment, accounting, and reporting services, our team of senior professionals delivers tailored solutions based on the desired scope of each relationship.
Curi RMB Capital Asset Management
Investing with conviction is at the core of Curi RMB Capital Asset Management. To us, conviction means our dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. We specialize in long-term, active investment strategies that span the market-cap spectrum and the globe.
Curi RMB Capital Retirement Plan Solutions
Curi RMB Capital Retirement Plan Solutions focuses on driving measurable improvements across all aspects of an organization’s retirement plan in order to optimize outcomes for the firm, its employees, and its executives. We serve as a co-fiduciary, taking a holistic, impartial, disciplined approach to drive results.
Recent Press Releases
Facts and Figures
$13.1B AUA¹
95.3%
client retention²
New business driven by referrals and word of mouth
185 employees
41
CERTIFIED FINANCIAL PLANNERS™ (CFPs®)
29
CFA® Charterholders
Estimated AUM and all other information as of 6/30/24.
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.
