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KURFEES CAPITAL MANAGEMENT, LLC
CRD 120971
2786 HELSTON ROAD, COLUMBUS, OH, 43220, United States
Phone
6148599834
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$8.5M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $7.5M |
All web addresses on file
Official SEC filing: View on IAPD