Margo K Sweany
Investment adviser representative at Curi Capital, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Curi Capital, LLCSep 2011 to now
- Rmb Capital ManagementJan 2010 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CO, IL).
Curi Capital, LLC
$11.6BAssets managed
2,960Clients
98Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5555447
- Firm CRD
- 134249