COURIC FINANCIAL

COURIC FINANCIAL is an SEC-registered investment adviser (CRD 317137). Regulatory assets under management: $47.0M.

Registration

• CRD: 317137
• Type: Registered investment adviser
• Phone: 877-523-8372
• Latest filing: 2026-01-16
• Regulatory AUM: $47.0M
• Discretionary AUM: $47.0M
• Clients: 2
• Accounts: 304

Business model

Compensation: % of AUM, Hourly, Fixed.

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 317137 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search