DFX Intelligence
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SEC-registered adviser
C••••••• C•••••• M••••••••• L••
Latest filing Mar 4, 2026
First filing on the tape Aug 25, 2021 · 11 filings
SEC status approved since Sep 27, 2021
RAUM
$643M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$643M as of Mar 4, 2026
Mar 11, 2022$370M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 4, 2026
Mar 11, 20221 then
Employees (5.A)6 as of Mar 4, 2026
Mar 11, 20225 then
Private funds: no history
RAUM +6.9% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 4, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $322MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$643M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- J••••••• A••••••• J••••• · Ccocontrolsince 08/2021 · owns 25% to 50%
- S••••••••• P•••• · Ceocontrolsince 08/2021 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $602M to $643MMar 5, 2025 to Mar 4, 2026
- RAUM · $602M to $643MMar 5, 2025 to Mar 4, 2026
- Financial planning clients · unset to Apr 12, 2024 to Mar 5, 2025
- Discretionary RAUM · $473M to $602MApr 12, 2024 to Mar 5, 2025
- RAUM · $473M to $602MApr 12, 2024 to Mar 5, 2025
- Advisory employees · 5 to 6Feb 9, 2023 to Feb 9, 2024
- Employees · 5 to 6Feb 9, 2023 to Feb 9, 2024
- State-registered IARs · 1 to 0Feb 9, 2023 to Feb 9, 2024
- Discretionary RAUM · $440M to $473MFeb 9, 2023 to Feb 9, 2024
- RAUM · $440M to $473MFeb 9, 2023 to Feb 9, 2024
- Discretionary RAUM · $370M to $440MMar 11, 2022 to Feb 9, 2023
- RAUM · $370M to $440MMar 11, 2022 to Feb 9, 2023
- Advisory employees · 2 to 5Jan 4, 2022 to Mar 11, 2022
- Employees · 2 to 5Jan 4, 2022 to Mar 11, 2022
- State-registered IARs · 0 to 1Jan 4, 2022 to Mar 11, 2022
- Discretionary RAUM · $202M to $370MJan 4, 2022 to Mar 11, 2022
- RAUM · $202M to $370MJan 4, 2022 to Mar 11, 2022
- Accounts · 0 to 2Dec 23, 2021 to Jan 4, 2022
- Discretionary RAUM · $0 to $202MDec 23, 2021 to Jan 4, 2022
- RAUM · $0 to $202MDec 23, 2021 to Jan 4, 2022
- HQ city · RICHMOND to NEWARKAug 25, 2021 to Dec 8, 2021
- HQ state · VA to NJAug 25, 2021 to Dec 8, 2021
Signals
3 dated events
- C••••••• C•••••• M••••••••• L•• reported RAUM $601.7M, up 27% from $473.0M (2024-04-12 to 2025-03-05)Mar 5, 2025 · RAUM change · derived
- C••••••• C•••••• M••••••••• L•• reported RAUM $370.0M, up 83% from $202.0M (2022-01-04 to 2022-03-11)Mar 11, 2022 · RAUM change · derived
- C••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Aug 25, 2021 · 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
- Firm profile
- linkedin.com/company/curasset-capital-managementreportedpublic record, Form ADV, Sep 21, 2026
- Website
- c•••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 8623350333reportedpublic record, Form ADV, Mar 4, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026