FEG CURIO INVESTMENT PARTNERS, LLC

CRD 323497File 801-126960

APPROVED

Retail clients

Custody

Filing as of Jul 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$195.3M

Below cohort median (national)

Discretionary AUM

$195.3M

Clients

18 accounts

Employees

Bottom 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Nov 29, 2022
Principal office: 201 EAST FIFTH ST., SUITE 1600, CINCINNATI, OH, 45202
Phone: 513-977-4400
Website: https://www.feg.com/curio

Assets & accounts

ADV Item 5F

Total regulatory AUM: $195.3M
Discretionary AUM: $195.3M
Non-discretionary AUM: $0
Discretionary accounts: 18
Non-discretionary accounts: 0
Total accounts: 18
AUM per client: $13.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$692K
Pooled investment vehicles	1	$189.5M
State or municipal government entities	Fewer than 5	$2.2M
Individuals (other than high net worth individuals)	14	$2.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.