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Chief Executive Officer & Managing Partner · Cura Wealth Advisors, LLC

Frederick M. Kort

CRD 5376727 · Named on Form ADV at one SEC-registered adviser

At a glance

Cura Wealth Advisors, LLC, an SEC-registered wealth manager based in Chicago, IL with $528 million in regulatory assets, lists Frederick M. Kort on its Form ADV as Chief Executive Officer & Managing Partner, a control person.

Firms and roles

  • Cura Wealth Advisors, LLCChief Executive Officer & Managing PartnerWealth manager · Chicago, IL · $528M in regulatory assets

AtlasMembers

Frederick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Nandan J. ShahChief Compliance Officer & Partner, Cura Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Frederick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.