Eli Kwas
Investment adviser representative at Curi Capital, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- Curi Capital, LLCOct 2025 to now
- Artisan PartnersOct 2022 to Sep 2025
- UnemployedMay 2022 to Oct 2022
- Arena Event Services, IncJun 2021 to Sep 2021
- Student (college)Jan 2021 to Jun 2021
- The Home DepotSep 2020 to Jan 2021
- Student (college)Mar 2020 to Sep 2020
- Express, Inc.Sep 2019 to Mar 2020
- Arena Event Services, IncMay 2019 to Aug 2019
- Express, Inc.Oct 2018 to May 2019
- Full-time EducationSep 2018 to May 2022
- Swan Serv-u PharmacyAug 2016 to Aug 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8184939
- Firm CRD
- 134249