RIA Intel›Advisers›Virginia›COURIC FINANCIAL PARTNERS, LLC

COURIC FINANCIAL PARTNERS, LLC

Advisory

VA

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in VA

#579

of 588 advisers by AUM

Average account

$155K

across 304 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

80 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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