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CURCIO WEBB LLC
CRD 109066File 801-56468
APPROVED
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
50
Not reported accounts
Employees
30
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 11, 1999
- Principal office
- 3120 PRINCETON PIKE, SUITE 303, LAWRENCEVILLE, NJ, 08648
- Phone
- 609-737-4100
- Website
- HTTP://WWW.CURCIOWEBB.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 11 | $0 |
| Other investment advisers | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 39 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | AUM | $0 | — | |
| Aug 12, 2026 | Accounts | 0 | — | |
| Apr 1, 2026 | Clients | 73 | 50 | decreased by23 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 30 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 55 | 73 | increased by18 |
| Jun 1, 2022 | Employees | 27 | 26 | decreased by1 |
| Jun 1, 2022 | Clients | 44 | 55 | increased by11 |
| Jul 1, 2021 | Clients | 41 | 44 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CURCIO WEBB” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CURCIO WEBB” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.