The Coury Firm

Who works here

• BS
  Benjamin Cline Sims
• CO
  Christian Ordonez
• CM
  Craig William Montanye
• CR
  Cristian Alberto Rodriguez
• DN
  Daniel J Novakowski
• GC
  Gregg S. Coury
• JD
  James Dejaeger
• PC
  Paul David Coury
• TG
  Trevor B Gulick-Stutz

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

The Coury Firm

Legal name: Coury Firm Asset Management LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

289145