Alaris

Curi Capital

Chicago, IL

Website:

https://curicapital.com/

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Chicago, IL

Website:

https://curicapital.com/

Leadership Interview

Company Details

Approximate AUM

$13,500,000,000

Fee model

Fee Only Strict

Number of employees

180

Custodians

Fidelity - IWS

Fidelity - NFS

Pershing

Schwab

Description

Curi Capital, LLC is a Chicago-based RIA 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.

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. 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.

Locations

3800 American Blvd W Ste 780 Minneapolis MN 55431

799 9th St NW Ste 325 Washington DC 20001

700 Spring Forest Rd Ste 235 Raleigh NC 27609

500 Momany Dr Ste 200 Saint Joseph MI 49085

272 Market Sq Ste 205 Lake Forest IL 60045

44 Cook St Ste 300 Denver CO 80206

250 Fillmore St Ste 600 Denver CO 80206

2323 N Mayfair Rd Ste 240 Milwaukee WI 53226

115 S La Salle St Fl 34 Chicago IL 60603

1 Parkview Plz Ste 700 Villa Park IL 60181

13890 Bishops Dr Ste 350 Brookfield WI 53005

10361 W Innovation Dr Ste 350 Milwaukee WI 53226

1 N Wacker Dr Ste 3500 Chicago IL 60606

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

N/a

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