Curry Webb Wealth Management Llc
- Regulatory AUM
- $332M
- Discretionary
- $332M
- Clients
- 397
- Avg AUM / client
- $837K
- Accounts
- 836
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 327 | $166M | 49.8% |
| High net worth individuals | 70 | $167M | 50.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Taft Stettinius & Hollister Llp Thrift Savings & Retirement Plan Taft Stettinius & Hollister Llp | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Stauffer Webb | President Cco | CFP | Feb 2013 (14y) | 50% – 75% |
| Robert Michael Curry | Member Llc | CFP | Dec 2021 (5y) | 50% – 75% |
| Ty J Williams | Registered representative | Jun 2023 (3y) | ||
| David Gregory Stitt | Registered representative | Feb 2024 (2y) | ||
| Brady Alexander Johnson | Registered representative | Oct 2025 (1y) |
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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Taft Stettinius & Hollister Llp Thrift Savings & Retirement Plan | Taft Stettinius & Hollister Llp | 1,468 | $849M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 908 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
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $332M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗