Alex Walker Koncilja
Investment adviser representative at Curi Capital, LLC
13 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
13 years in the industry.
- Curi Capital, LLCMar 2022 to now
- Rmb Capital ManagementJul 2021 to now
- Orgel Wealth ManagementJun 2020 to Aug 2020
- Cuna Mutual GroupJun 2019 to Aug 2019
- University of Minnesota DuluthJun 2017 to Jul 2021
- The Guidant John Rose OvalOct 2016 to Mar 2019
- Roseville Cedarholm Golf CourseApr 2016 to Aug 2018
- Roseville Area High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7463094
- Firm CRD
- 134249