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CURATED CAPITAL & PLANNING LLC
CRD 316143
116 LOWES FOODS DRIVE, SUITE 175, LEWISVILLE, NC, 27023, United States
Phone
336-210-6420
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; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $7.0M |
| High net worth individuals | 3 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD