OLIVE W. MITCHELL
CURI CAPITAL | PRINCIPAL
Washington D.C., DC 20001
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CRD#: 7111808
Professional summary
OLIVE W MITCHELL, CFP®, who also goes by Olive Hayes Waxter, is a registered financial advisor currently at CURI CAPITAL, LLC located in Washington D.c., District Of Columbia.
OLIVE is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. OLIVE has worked at 3 firms and has passed the Series 65 exam.
Biography
Olive is a Principal in the Maryland office. Her focus is on helping affluent clients achieve their financial objectives through a combination of wealth planning and strategic investing.
Prior to joining Cerity Partners, Olive served as a Relationship Manager at Maryland Capital Management. Before her time at Maryland Capital Management, she worked as a junior asset manager for a family firm.
Olive resides in Baltimore, Maryland with her husband and rescue dog. She enjoys spending her time volunteering, traveling, and playing pickleball.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Olive Hayes Waxter
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.
CRS (Client Relationship Summary) - RIA
Click below to view OLIVE W MITCHELL's 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®
CFP®
Start date: 2022
Education
Washington & Lee University
B.S. - Biology
Experience
Current
August 26, 2024 - Present
CURI CAPITAL, LLC
Office #1: 799 9th Street Nw Suite 325, Washington D.c., DC 20001RIA
CRD#: 134249
Washington D.C., DC
Past
January 3, 2023 - January 9, 2024
CERITY PARTNERS LLC
RIA
CRD#: 151559
TOWSON, MD
Past
April 29, 2019 - March 3, 2023
MARYLAND CAPITAL MANAGEMENT, LLC
RIA
CRD#: 133329
TOWSON, MD
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.Highlighted states indicate IAR registrations
IAR
District of Columbia(8/26/2024)
IAR
Maryland(4/11/2025)
IAR
New York(4/11/2025)
IAR
North Carolina(4/11/2025)
IAR
Ohio(4/11/2025)
IAR
Virginia(4/11/2025)
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 13,209 |
| AUM (Assets Under Management) | $ 9,830,680,915 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/01/2025 | ||
| 11/27/2024 | ||
| 10/27/2023 | ||
| 09/26/2022 |
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.
