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| CURA Wealth Advisors LLC
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|---|---|
| CRD # | 332511 |
| SEC # | 801-130922 |
| CIK # | 0002056729 |
| AUM | 527.7 M (2026-03-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-320-0058 |
| Address | 180 North Stetson Ave Chicago, IL 60601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 63.7 | ||
| Abbott Laboratories | 23.6 | ||
| FS KKR Capital Corp | 23.1 | ||
| Apollo Investment Corp | 6.9 | ||
| Apollo Commercial Real Estate Finance Inc | 4.6 | ||
| Ares Commercial Real Estate Corp | 4.3 | ||
| Apple Inc | 3.7 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 3.4 | ||
| Accenture PLC | 2.8 | ||
| Granite Point Mortgage Trust Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 7.2 |
| (b) Individuals (high net worth individuals) | 117 | 520.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 701 | 527.7 |
| By Discretionary | ||
| Discretionary | 683 | 494.5 |
| Non-Discretionary | 18 | 33.3 |
| Total | 701 | 527.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 527.7 | |
| Total | 701 | 527.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056729] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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