Alaris

Curi Capital

Website:

https://curicapital.com/

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Website:

https://curicapital.com/

Leadership Interview

Company Details

Approximate AUM

$13,500,000,000

Fee model

Fee Only Strict

Number of employees

Custodians

Fidelity - IWS

Fidelity - NFS

Pershing

Schwab

Description

Curi Capital, LLC is a Chicago-based registered investment advisor (CRD #134249) with a national footprint spanning 10 offices and 180 employees. Formed through the 2024 merger of RMB Capital and Curi Capital, the firm leverages a rich legacy: RMB Capital, established in 2005 by Dick Burridge and Fred Paulman, grew from $500 million to $10.5 billion in AUM before joining forces with Curi Capital, which was founded in 2019 to serve physicians and healthcare professionals. Under the leadership of CEO Dimitri Eliopoulos—who brings 17 years of RMB experience—the combined entity now manages over $13.5 billion in assets and reported $82.5 million in revenue for 2025.

Curi Capital’s core business model centers on comprehensive wealth management, with a strong focus on high-net-worth individuals, medical professionals, and institutional clients. The firm distinguishes itself through strategic partnerships with Fortune 100 companies, law and CPA firms, and leading custodians such as Fidelity and Schwab. Its advisor value proposition is rooted in robust referral networks, a fully staffed sales team, and a dedicated M&A group targeting firms with $300 million to $2 billion in AUM. Curi Capital’s leadership philosophy emphasizes making a meaningful impact on clients’ lives, aiming to serve 15,000 clients and reach $50 billion in AUM within a decade, driven by both organic and inorganic growth. This blend of scale, specialized client focus, and a collaborative, growth-oriented culture positions Curi Capital as a premier consolidator and partner of choice in the evolving wealth management landscape.

Locations

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Services Offered

Financial Planning

Portfolio Management

Estate Planning

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Family Office Services

Tax Planning

Hedge Fund Manager / Private Placement

Sub Advisory Services to other advisors

Insurance

Recent News

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Match confidence

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video Overview

Getting started

00:53

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management