Owen Thomas Duncan
Investment adviser representative at Curi Capital, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$11.6BFirm assets
Are you Owen Thomas Duncan? Claim your profile
Contact this firm
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
10 years in the industry.
- Curi Capital, LLCJul 2018 to now
- Rmb Capital Management LLCAug 2017 to now
- The Prudential Insurance Company of AmericaAug 2016 to Jul 2017
- Pruco Securities, LLCMar 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (IL, MN, WI).
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
- 6629326
- Firm CRD
- 134249