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Cura Wealth Advisors, LLC
Cura Wealth Advisors, LLC is a Chicago-based SEC-registered investment adviser founded to provide boutique wealth management and financial advisory services. They serve individuals, families, and institutions both locally and globally, operating as fiduciaries with a personalized, client-first approach focused on building deep and lasting relationships. The firm emphasizes custom wealth strategies and is known for its highly tailored advice and advocacy for clients. Employee count information is not directly disclosed.
Investment Strategy
Cura Wealth Advisors, LLC employs a personalized and fiduciary approach to wealth management, focusing on custom portfolio design and comprehensive financial planning for individuals, families, and institutional clients. Their strategy emphasizes understanding client-specific needs and objectives, ongoing advisory engagement, and tactical planning, with a philosophy centered on building and maintaining long-term client relationships. Investment decisions are grounded in the clients' goals and risk tolerance, and all strategies are adapted as the clients' situations evolve. Asset allocations and holdings are diversified, and the firm manages risk across multiple asset classes.
Latest 13F Filing Activity
Cura Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 106 equity positions and 10 options positions with a total 13F market value of $250M. The fund increased holdings in Ishares TR, Vanguard Index FDS, Oracle Corp. among other positions. Cura Wealth Advisors, LLC reduced exposure to Abbott Labs, Abbvie Inc., Idexx Labs Inc. among others.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ABBV | ABBVIE INC | 23.19% | $58.0M | 312,475 | $178.05 | $185.62 | -$4.5M |
F FSK | FS KKR CAP CORP | 14.87% | $37.2M | 1,792,112 | $21.71 | $20.75 | -$201.1K |
M MFIC | MIDCAP FINANCIAL INVSTMNT CO | 3.58% | $8.9M | 708,959 | $12.97 | $12.62 | +$606.1K |
A ARI | APOLLO COML REAL EST FIN INC | 3.31% | $8.3M | 855,300 | $8.84 | $9.68 | +$170.6K |
A ACRE | ARES COML REAL ESTATE CORP | 1.87% | $4.7M | 981,224 | $5.57 | $4.77 | +$219.5K |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A ABT | ABBOTT LABS | New | Call | $31.7M | 2,332 | $136.01 | $136.01 | +2,331.85 | +$31.7M |
C COIN | COINBASE GLOBAL INC | New | Call | $1.1M | 30 | $350.49 | $350.49 | +30 | +$1.1M |
| ALPHABET INC | New | Put | $708.3K | 40 | $176.23 | $176.23 | +40.19 | +$708.3K | |
B BEPC | BROOKFIELD RENEWABLE CORP | New | Call | $438.1K | 134 | $32.78 | $32.78 | +133.65 | +$438.1K |
B BX | BLACKSTONE INC | New | Call | $310.5K | 21 | $149.58 | $149.58 | +20.76 | +$310.5K |
Industry Allocation
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