KURFEES CAPITAL MANAGEMENT, LLC

KURFEES CAPITAL MANAGEMENT, LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 120971). Regulatory assets under management: $8.5M.

Registration

• CRD: 120971
• Type: Registered investment adviser
• Location: 2786 HELSTON ROAD, COLUMBUS, OH, 43220
• Phone: 6148599834
• Latest filing: 2026-02-17
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120971 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search