Samuel Lawrence Buchenau
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, LLCAug 2023 to now
- Rmb Capital ManagementMar 2022 to now
- Fidelity InvestmentsNov 2020 to Feb 2022
- UnemploymentAug 2020 to Nov 2020
- Tread Global LLCJun 2020 to Aug 2020
- Woodruff Sawyer & Co.Jun 2019 to Aug 2019
- Anglo-american UniveristyFeb 2019 to May 2020
- Dream Big Day CampJun 2018 to Aug 2018
- Woodford AthensSep 2017 to Jan 2020
- University of GeorgiaAug 2016 to May 2020
- Denver Country ClubMay 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7316987
- Firm CRD
- 134249