Olive W Mitchell
Investment adviser representative at Curi Capital, LLC
11 yearsExperience
6 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
11 years in the industry.
- Curi Capital, LLCAug 2024 to now
- Curi Rmb CapitalJan 2024 to now
- Cerity Partners LLCJan 2023 to Jan 2024
- Maryland Capital Management, LLCOct 2018 to Dec 2022
- Founders LandJul 2017 to Oct 2018
- Maryland Spine CenterJul 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 6 states (DC, MD, NC, NY, OH, VA).
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
- 7111808
- Firm CRD
- 134249