Curio Wealth, LLC
Curio Wealth, LLC is a fee-only registered investment adviser headquartered in Annapolis, Maryland, founded in 2023 and registered with the SEC since October 2023. The firm is owned by James S. Kantowski, Lyn Dippel, Jacob Sadler, Elizabeth Gillette, and Yvonne Scoggins. Curio Wealth primarily serves individuals and high-net-worth individuals, providing discretionary investment management, financial planning, consulting, and related tax/accounting services. The firm maintains an employee base of approximately 10 professionals, with the majority focused on investment roles.
Investment Strategy
Curio Wealth provides discretionary investment advisory services, constructing portfolios with diverse holdings including equities, warrants, corporate debt, municipal securities, mutual funds, government securities, and partnership interests. The firm customizes portfolios based on each client’s investment objectives, risk tolerance, and financial situation, does not participate in commissions or sales-based compensation, and charges fees based on assets under management. In addition to investment management, Curio offers holistic planning and consulting services on request, as well as optional tax and accounting services by separate agreement. Curio Wealth does not offer access to initial public offerings and is not affiliated with product vendors, ensuring a fee-only, conflict-minimized advisory model.
Top Holdings
Equity Positions (346)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFSD | DFA S/T FIXED INCOME ETF | 16.00% | $36.5M | 760,536 | $48.01 | $48.01 | +$10.4M |
D DFAU | DFA US CORE EQUITY MARKET ETF | 15.28% | $34.9M | 823,273 | $42.36 | $42.36 | +$4.2M |
D DFGP | DFA GLOBAL CORE FIXED INCOME ETF | 13.73% | $31.3M | 575,094 | $54.49 | $54.49 | +$10.5M |
A AVDE | AVANTIS INTL CORE EQUITY ETF | 5.73% | $13.1M | 176,636 | $73.99 | $74.01 | +$1.7M |
D DFAI | DFA INT CORE EQUITY ETF | 4.74% | $10.8M | 313,212 | $34.57 | $34.57 | +$3.2M |