DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Curry Webb Wealth Management LLC
Latest filing Aug 20, 2026
First filing on the tape Mar 24, 2024 · 6 filings
SEC status approved since Dec 13, 2024
RAUM
$332M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$332M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$66.5M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$332M as of Aug 20, 2026
Mar 29, 2025$290M then
HNW client RAUM$167M as of Aug 20, 2026
Mar 29, 2025$0 then
State-registered IARs (5.B.3)1 as of Aug 20, 2026
Mar 29, 20254 then
Employees (5.A)6 as of Aug 20, 2026
Mar 29, 20255 then
Private funds: no history
RAUM +14% over the last fiscal yearIARs 4 to 1
Practice profile
derived from the filing of Aug 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $66.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 79derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $397,658derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- -75%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +89%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$167M50%
- Individuals$166M50%
- Individual clients
- 327reported
- HNW clients
- 70reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 836reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Stauffer WebbCertified Financial Planner | Indianapolis, In | Sep 19, 2013 | 39 y | 3 |
| Robert Michael CurryCertified Financial Planner | Indianapolis, In | Dec 20, 2021 | 21 y | 4 |
| Ty J Williams | Indianapolis, In | Jun 28, 2023 | 21 y | 0 |
| David Gregory Stitt | Indianapolis, In | Feb 2, 2024 | 34 y | 14 |
| Brady Alexander Johnson | Indianapolis, In | Oct 21, 2025 | 18 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- David Gregory Stitt from Rejoyce Wealth ManagementFeb 2, 2024 · Other
- Robert Michael Curry from Cerity Partners Ocio LLCDec 20, 2021 · RIA to RIA
- David Stauffer Webb from Stancorp Investment Advisers, Inc.Sep 19, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Michael Robert Curry · Member LLCcontrolsince 01/2023 · owns 50% to 75%
- Stauffer David Webb · President Ccocontrolsince 02/2013 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Indianapolis, In · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- client count surgeChange between filings · filing Mar 30, 2026individual and HNW clients (Item 5.D) moved from 210.0 to 397.0 (+89.0%) between the annual amendments of 2025-03-29 and 2026-03-30; the peer median change was +3.0% (3309 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,309) · 99% percentile
- HNW share shiftChange between filings · filing Mar 30, 2026HNW share of RAUM moved from 0.0% to 50.0% between the annual amendments of 2025-03-29 and 2026-03-30peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Employees · 5 to 6Mar 29, 2025 to Mar 30, 2026
- Accounts · 841 to 836Mar 29, 2025 to Mar 30, 2026
- Advisory employees · 4 to 5Mar 29, 2025 to Mar 30, 2026
- HNW clients · 0 to 70Mar 29, 2025 to Mar 30, 2026
- Individual clients · 210 to 327Mar 29, 2025 to Mar 30, 2026
- State-registered IARs · 4 to 1Mar 29, 2025 to Mar 30, 2026
- Discretionary RAUM · $290M to $332MMar 29, 2025 to Mar 30, 2026
- HNW RAUM · $0 to $167MMar 29, 2025 to Mar 30, 2026
- Individual RAUM · $290M to $166MMar 29, 2025 to Mar 30, 2026
- RAUM · $290M to $332MMar 29, 2025 to Mar 30, 2026
- Accounts · 825 to 841Dec 12, 2024 to Mar 29, 2025
- Individual clients · 220 to 210Dec 12, 2024 to Mar 29, 2025
- Financial planning clients · 101-250 to 101-250Dec 12, 2024 to Mar 29, 2025
- Discretionary RAUM · $294M to $290MDec 12, 2024 to Mar 29, 2025
- Individual RAUM · $294M to $290MDec 12, 2024 to Mar 29, 2025
- RAUM · $294M to $290MDec 12, 2024 to Mar 29, 2025
- Accounts · 750 to 825Jun 27, 2024 to Dec 12, 2024
- Individual clients · 200 to 220Jun 27, 2024 to Dec 12, 2024
- State-registered IARs · 0 to 4Jun 27, 2024 to Dec 12, 2024
- Other offices · 1 to 0Jun 27, 2024 to Dec 12, 2024
- Discretionary RAUM · $245M to $294MJun 27, 2024 to Dec 12, 2024
- Individual RAUM · $245M to $294MJun 27, 2024 to Dec 12, 2024
- RAUM · $245M to $294MJun 27, 2024 to Dec 12, 2024
- Accounts · 739 to 750Mar 24, 2024 to Jun 27, 2024
- Employees · 4 to 5Mar 24, 2024 to Jun 27, 2024
- Discretionary RAUM · $236M to $245MMar 24, 2024 to Jun 27, 2024
- Individual RAUM · $236M to $245MMar 24, 2024 to Jun 27, 2024
- RAUM · $236M to $245MMar 24, 2024 to Jun 27, 2024
Signals
1 dated events
- Curry Webb Wealth Management Llc filed its initial SEC registration (Form ADV)Mar 24, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- contact@currywebb.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jkeene@currywebb.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 317-999-5323reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/curry-webb-wealth-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- CURRYWEBB.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 317-999-5323reportedpublic record, Form ADV, Aug 20, 2026
- Contact form
- currywebb.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $66.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026