Facts and Figures
$13.91B AUA¹
95.8%
client revenue retention²
New business driven by referrals and word of mouth
177 employees
40
CERTIFIED FINANCIAL PLANNERS™ (CFPs®)
28
CFA® Charterholders
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 This annualized statistic is for legacy RMB Capital only and is calculated quarterly as (Prior Calendar Year Total Revenue – Annualized Client Revenue lost YTD)/ Prior Calendar Year Total Revenue as of September 30, 2024. This calculation resets every year when the Calendar Year Total Revenue is determined.
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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