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LH

Leah C. Hoagland

CURI CAPITAL
Lake Forest, IL 60045
Some features on this profile are disabled
CRD#: 6585938
LH

Professional summary

Leah Campbell Hoagland, who also goes by Leah C Hoagland, is a registered financial advisor currently at CURI CAPITAL, LLC located in Lake Forest, Illinois and FORESIDE FUND SERVICES, LLC located in Lake Forest, Illinois.

Leah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Leah has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Leah C Hoagland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leah Campbell Hoagland's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 4, 2026 - Present

CURI CAPITAL, LLC

Office #1: 272 Market Square Suite 214, Lake Forest, IL 60045
RIA
CRD#: 134249
Lake Forest, IL
Current

July 28, 2018 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 272 Market Square Suite 205, Lake Forest, IL 60045Office #2: One North Wacker Drive Suite 3500, Chicago, IL 60606
BD
CRD#: 46106
Lake Forest, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CURI CAPITAL, LLC
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS

CRD#: 134249 / SEC#: 801-63939

RIA
Registered Investment Advisory firm - (2/15/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(8/27/2018)
IAR
Alabama
(5/4/2026)
IAR
Alaska
(5/4/2026)
RR
Arizona
(10/12/2021)
RR
Arkansas
(8/27/2018)
RR
California
(10/12/2021)
IAR
California
(5/4/2026)
IAR
Colorado
(5/4/2026)
RR
Connecticut
(10/12/2021)
IAR
Connecticut
(5/4/2026)
RR
Delaware
(10/12/2021)
IAR
Delaware
(5/4/2026)
RR
District of Columbia
(10/12/2021)
RR
Florida
(8/27/2018)
RR
Georgia
(8/27/2018)
IAR
Georgia
(5/5/2026)
IAR
Hawaii
(5/4/2026)
IAR
Idaho
(5/4/2026)
RR
Illinois
(8/27/2018)
IAR
Illinois
(5/4/2026)
RR
Indiana
(8/27/2018)
IAR
Indiana
(5/4/2026)
RR
Iowa
(8/27/2018)
IAR
Iowa
(5/4/2026)
RR
Kansas
(8/27/2018)
IAR
Kansas
(5/4/2026)
RR
Kentucky
(8/27/2018)
IAR
Kentucky
(5/4/2026)
RR
Louisiana
(8/27/2018)
IAR
Louisiana
(5/6/2026)
IAR
Maine
(5/4/2026)
RR
Maryland
(10/12/2021)
IAR
Maryland
(5/4/2026)
RR
Massachusetts
(10/12/2021)
RR
Michigan
(8/27/2018)
IAR
Michigan
(5/4/2026)
RR
Minnesota
(8/27/2018)
IAR
Minnesota
(5/4/2026)
RR
Mississippi
(8/27/2018)
IAR
Mississippi
(5/4/2026)
RR
Missouri
(8/27/2018)
IAR
Montana
(5/4/2026)
RR
Nebraska
(8/27/2018)
IAR
Nebraska
(5/7/2026)
IAR
Nevada
(5/4/2026)
RR
New Hampshire
(10/12/2021)
IAR
New Hampshire
(5/4/2026)
RR
New Jersey
(10/12/2021)
IAR
New Jersey
(5/4/2026)
IAR
New Mexico
(5/4/2026)
RR
New York
(8/22/2018)
IAR
New York
(5/4/2026)
RR
North Carolina
(8/27/2018)
IAR
North Carolina
(5/4/2026)
IAR
North Dakota
(5/7/2026)
RR
Ohio
(8/27/2018)
IAR
Ohio
(5/4/2026)
RR
Oklahoma
(8/27/2018)
IAR
Oklahoma
(5/4/2026)
IAR
Oregon
(5/4/2026)
RR
Pennsylvania
(10/12/2021)
IAR
Pennsylvania
(5/4/2026)
IAR
Puerto Rico
(5/4/2026)
IAR
Rhode Island
(5/4/2026)
RR
South Carolina
(8/27/2018)
IAR
South Carolina
(5/4/2026)
IAR
South Dakota
(5/4/2026)
RR
Tennessee
(2/15/2022)
RR
Texas
(8/27/2018)
IAR
Texas
(5/4/2026)
IAR
Utah
(5/4/2026)
IAR
Vermont
(5/4/2026)
IAR
Virgin Islands
(5/4/2026)
IAR
Virginia
(5/4/2026)
RR
Washington
(10/12/2021)
IAR
Washington
(5/4/2026)
IAR
West Virginia
(5/8/2026)
RR
Wisconsin
(8/27/2018)
IAR
Wisconsin
(5/4/2026)
IAR
Wyoming
(5/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/2/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/18/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/28/2018
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CURI CAPITAL, LLC
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS

CRD#: 134249 / SEC#: 801-63939

RIA
Registered Investment Advisory firm - (2/15/2005 Approved)
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Contact information

Main Address
One North Wacker Drive Suite 3500, Chicago, IL 60606
Mailing Address
Phone number
(312) 993-5800
Established
Firm type
Fiscal year end
# of Employees
168

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JULY 1, 2025 FORM ADV PART 2A CURI RMB CAPITAL, LLC (7/3/2025)

Regulatory assets under management

Total Number of Accounts13,209
AUM (Assets Under Management)$ 9,830,680,915

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
05/01/2025
Cover Page
Report
11/27/2024
Cover Page
Report
10/27/2023
Cover Page
Report
09/26/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CURI CAPITAL, LLC

CRD#: 134249Lake Forest, IL 60045

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