This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CURI CAPITAL, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 4, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

May 4, 2007

First registration

Sep 29, 2015

Dual registered

no

IAPD individual key

5199661

• Occurred

  Jul 15, 2022
  Advisor changed firm

  Jeffrey J Burney left Crestone Asset Management Llc for Curi Capital, Llc (registered 2022-08-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:30e0e3fa-8092-ac55-483d-3ff09b7ea2a9

First observed

Sep 29, 2015

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.