Henry Cappa Burke
Investment adviser representative at Curi Capital, LLC
12 yearsExperience
1 stateRegistered in
$11.6BFirm assets
21 yearsFirm in business
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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
12 years in the industry.
- Curi Capital, LLCFeb 2025 to now
- Curi Rmb CapitalJan 2025 to now
- Bank of America, N.A.Jan 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to now
- Bank of America Merrill LynchJun 2020 to Aug 2020
- Wells FargoJul 2019 to Sep 2019
- Mass MutualJun 2018 to Aug 2018
- University of Michigan - Stephen M. Ross School of BusinessSep 2017 to Apr 2021
- Saint Thomas AcademyJun 2017 to Aug 2017
- Primary EducationAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 6990281
- Firm CRD
- 134249