CK
CFA
CK
CFA

Colin Michael Kelly

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
2,786 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$2,500
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Location

One North Wacker Drive, Suite 3500, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Colin is an investment committee member for the YMCA of the Triangle Area since 2016, providing guidance to an outside manager and volunteering a minimal amount of time. This activity is not investment-related.

Employment History
Current Registrations
Curi Capital, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Curi Capital
January 2022 - March 2024 · 2 yrs 2 mos
Kdi Capital Partners, LLC
January 2020 - January 2022 · 2 yrs
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.