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Bank / Wealth / TrustRIA · CRD 332511SEC-Registered

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Cura Wealth Advisors

F. Maximilian Kort and Nandan J. Shah launched Cura Wealth Advisors in Chicago during 2024 as a registered investment advisor. The firm was conceived to...

Overview

F. Maximilian Kort and Nandan J. Shah launched Cura Wealth Advisors in Chicago during 2024 as a registered investment advisor. The firm was conceived to offer fiduciary advice free from the product-pushing incentives that define much of the large wealth management complex, according to the founders' public statements. Its client base spans US-based high-net-worth individuals and families as well as international private clients, served from a single headquarters. Cura constructs portfolios that blend traditional public-markets allocations with private alternative investments, naming real estate, private credit, and hedge fund strategies as accessible asset classes for its clients. Public disclosures do not name specific underlying fund managers or private company holdings, making the portfolio's precise composition unobservable. Geographic coverage includes both domestic US clients and a stated global client footprint. Team size is small: three named professionals appear on the firm's website. Founding Partner F. Maximilian Kort holds the CFP and CIMA designations and leads client advisory; Founding Partner Nandan J. Shah oversees portfolio strategy and risk management; Junior Partner Alden Drake supports client relationships and investments. The firm has not disclosed total assets under advisement, total deployment, or professional headcount beyond these three individuals. No adjacent vehicles such as philanthropic foundations or operating businesses are mentioned. The structural differentiator is Cura's architecture as a boutique RIA offering private alternative investments — a capability traditionally concentrated in multi-family offices or private banks with larger sourcing teams. The firm combines a fee-only fiduciary standard with what it describes as privileged access to private markets, a pairing that few firms of its reported size attempt to deliver. Succession planning has not been disclosed publicly, and the governance structure appears concentrated in the two founding partners.

General information

Firm type

Bank / Wealth / Trust

Year founded

2024

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Principals

F. Maximilian Kort

Founding Partner │ Wealth Advisor

Nandan J. Shah

Founding Partner │ Portfolio Strategy & Risk Manager

Alden Drake

Junior Partner │ Client Relationship Manager │ Investments

Sector focus

Private CreditReal EstateHedge FundsSecondaries & Special Situations

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