Curcio Webb Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 50
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 39 | $0 | — |
| Charitable organizations | 11 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | — | — |
| Insurance companies | 0 | — | — |
| Sovereign wealth funds and foreign official institutions | 0 | — | — |
| Other | Fewer than 5 clients | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dennen, Brian, T | Principal | Sep 2008 (18y) | 5% – 10% | |
| Curcio, Jamie, Lynn | Chief Executive Officer | Jan 2022 (5y) | 50% – 75% | |
| Kolluri, Umadevi | Principal | Jan 2022 (5y) | 5% – 10% | |
| Spencer, Greg, Allan | Principal | Jan 2022 (5y) | 5% – 10% | |
| Pieper, Brian, J | Principal | Jan 2023 (4y) | 5% – 10% | |
| To, My Lang | Chief Financial Officer | Jan 2023 (4y) | 5% – 10% | |
| Van Oss, Terrence, William | Chief Compliance Officer | Jan 2023 (4y) | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (23)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Central Pension Fund Of The Iuoe & Participating Employers | Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers | 104,686 | $27.4B | 02/01/2024 |
| Cintas Partners' Plan | Cintas Corporation | 47,026 | $4.1B | 01/01/2024 |
| Hawaiian Airlines, Inc. 401(k) Savings Plan | Hawaiian Airlines Inc. | 4,150 | $529M | 01/01/2024 |
| Hawaiian Airlines, Inc. 401(k) Plan For Flight Attendants | Hawaiian Airlines, Inc. | 2,214 | $460M | 01/01/2024 |
| Firmenich Retirement Savings Plan | Firmenich Incorporated | 1,632 | $514M | 01/01/2024 |
| Ciox Health 401(k) Plan | Ciox Health, Llc | 8,445 | $119M | 01/01/2024 |
| Keurig Dr Pepper 401(k) Plan | Keurig Dr Pepper Inc. | 21,156 | $1.9B | 01/01/2024 |
| Citgo Petroleum Corporation Salaried Employees' Pension Plan | Citgo Petroleum Corporation | 2,137 | $799M | 01/01/2024 |
| Retirement Plan Of Citgo Petroleum Corporation And Participating Subsidiary Companies | Citgo Petroleum Corporation | 1,649 | $489M | 01/01/2024 |
| Visteon Investment Plan | Visteon Corporation | 263 | $591M | 01/01/2024 |
| Abb Inc. Retirement Savings Plan | Abb Inc. | 14,095 | $3.3B | 01/01/2024 |
| Pension Plan For Employees At Ornl | Ut Battelle, Llc | 6,785 | $2.4B | 01/01/2024 |
| Syensqo Usa Pension Plan | Cytec Industries, Inc., Member Of The Syensqo Group | 1,912 | $418M | 01/01/2024 |
| The Hearst Corporation Broadcast Retirement Plan | The Hearst Corporation | 438 | $416M | 01/01/2024 |
| The Hearst Corporation Retirement Plan | The Hearst Corporation | 1,580 | $2.4B | 01/01/2024 |
| Firmenich Pension Plan | Firmenich Incorporated | 294 | $215M | 01/01/2024 |
| Kbrwyle Technology 401(k) Plan | Kbrwyle Technology Solutions, Llc | 0 | $0 | 01/01/2024 |
| Kellogg Brown & Root, Inc. Retirement And Savings Plan | Kellogg Brown & Root Llc | 12,223 | $3.9B | 01/01/2024 |
| Uno Ven Retirement Plan | Pdv Midwest Refining L.L.C. | 26 | $26.3M | 01/01/2024 |
| Inspire Brands, Inc. 401 K Retirement Plan | Irb Holding Corporation | 43,639 | $596M | 01/01/2024 |
| Rr Donnelley Savings Plan | R. R. Donnelley & Sons Company | 13,854 | $1.4B | 01/01/2024 |
| Solvay Us Companies Pension Plan | Essential Holding America, Llc | 462 | $260M | 01/01/2024 |
| The Travelers 401(k) Savings Plan | Travelers Companies, Inc. | 30,785 | $10.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗