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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Hub Investment Partners, LLC vs Curi Capital, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Hub Investment Partners, LLC is the larger of the two, with $12B in regulatory assets to $12B at Curi Capital, LLC, 3% more than its rival, by their latest Form ADV filings. Hub Investment Partners, LLC reports more individual clients (5,446 vs 2,865), while Curi Capital, LLC’s clients hold more on average (about $2.9 million each against $1.3 million). Hub Investment Partners, LLC is based in Austin, Texas and Curi Capital, LLC in Chicago, Illinois.

FigureHub Investment Partners, LLCCuri Capital, LLC
Regulatory AUM$12B$12B
National rank#82#83
HeadquartersAustin, TexasChicago, Illinois
Individual clients5,4462,865
High-net-worth clients1,0021,547
Average client assets$1.3 million$2.9 million
Accounts15,59516,939
Discretionary83% of AUM80% of AUM
Employees172180
Advisory staff103106
Clients per advisory employee5327
Offices2911
Form ADV filed2026-09-142026-07-07

Hub Investment Partners, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Curi Capital, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Hub Investment Partners, LLC or Curi Capital, LLC?

Hub Investment Partners, LLC, with $12B in regulatory assets under management against $12B at Curi Capital, LLC. Nationally they rank #82 and #83 among 5,657 independent wealth management RIAs.

How many clients do Hub Investment Partners, LLC and Curi Capital, LLC have?

Hub Investment Partners, LLC reports 5,446 individual clients (1,002 high-net-worth) with 103 advisory employees; Curi Capital, LLC reports 2,865 (1,547 high-net-worth) with 106 advisory employees.

How do Hub Investment Partners, LLC and Curi Capital, LLC charge clients?

Only Hub Investment Partners, LLC lists hourly charges on Form ADV. Only Curi Capital, LLC lists performance-based fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Hub Investment Partners, LLC and Curi Capital, LLC offer?

Hub Investment Partners, LLC lists educational seminars and workshops, which Curi Capital, LLC does not. Curi Capital, LLC lists portfolio management for investment companies, which Hub Investment Partners, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; pension consulting; selecting other advisers; other services.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Hub Investment Partners, LLC ↗, Curi Capital, LLC ↗. How to check a financial advisor →