SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Feg Curio Investment Partners, LLC
Cincinnati, OH
CRD 323497
Firm filing updated July 31, 2026 ·
- $195.3MAssets
- 5Advisory staff
- 18Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals14
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 14 | $2.8 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $189.5 million |
| Charitable organizations | Fewer than 5 clients | $691,934 |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $2.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$195.3 million
- Accounts18
- DiscretionaryAll accounts
People
- Employees17
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 323497, SEC file 801-126960.
- Registered with the SEC as an investment advisor (status date on record: November 29, 2022).
Is Feg Curio Investment Partners, LLC a fiduciary?
Short answer: Feg Curio Investment Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.