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Joshua Huels Rauterkus

Investment adviser representative at Curi Capital, LLC
25 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

25 years in the industry.

  1. Curi Capital, LLCOct 2021 to now
  2. Rmb Capital ManagementOct 2021 to now
  3. UnemployedJun 2021 to Oct 2021
  4. Moneta Group Investment Advisors, LLCJun 2017 to Jun 2021
  5. Full Time StudentJun 2001 to Jun 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

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
6666546
Firm CRD
134249
Advisor's SEC record (opens in a new tab)
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