CURATED CAPITAL & PLANNING LLC

CURATED CAPITAL & PLANNING LLC of LEWISVILLE, NC is an SEC-registered investment adviser (CRD 316143). Regulatory assets under management: $8.5M.

Registration

• CRD: 316143
• Type: Registered investment adviser
• Location: 116 LOWES FOODS DRIVE, LEWISVILLE, NC, 27023
• Phone: 336-210-6420
• Latest filing: 2026-03-31
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316143 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search