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Matthew John Talowski

Investment adviser representative at Curi Capital, LLC
23 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

23 years in the industry.

  1. Curi Capital, LLCJun 2025 to now
  2. UnemployedDec 2024 to Jun 2025
  3. Curi CapitalJun 2024 to Aug 2024
  4. UnemployedSep 2023 to Jun 2024
  5. Jsm LivingAug 2023 to Nov 2024
  6. RBC Wealth ManagementJul 2023 to Aug 2023
  7. UnemployedAug 2021 to Jul 2023
  8. Aurelio's Pizza FranchiseAug 2019 to Aug 2021
  9. UnemployedAug 2003 to Aug 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
7759053
Firm CRD
134249
Advisor's SEC record (opens in a new tab)
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