Patrick Nolan Thiel

Financial advisor at Curi Capital, LLC

Last updated 2026-10-10

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Patrick Nolan Thiel is a financial advisor at Curi Capital, LLC, CRD 7130269. Licenses and exams on the registration: Series 65. IAPD registration began 2020-02-17.

Registration

CRD number
7130269
Registration status
Active
IAPD registration
2020-02-17
Industry Experience
6 years
Work Experience
11 years
States registered
IL, WI

Licenses and exams

  • Series 65

Work history

  • 2019-05 to 2020-05 · Piper Sandler · Milwaukee, WI
  • 2019-12 to 2020-11 · Ehlers Investment Partners, LLC · Milwaukee, WI
  • 2015-09 to 2019-12 · Marquette University · Milwaukee, WI
  • 2021-01 to Present · Kerberrose Wealth Management · Green Bay, WI
  • 2018-11 to 2019-05 · Masterson Foods · Milwaukee, WI
  • 2018-06 to 2018-08 · American Pavement Solutions · Green Bay, WI
  • 2017-05 to 2017-08 · Green Bay Packaging · De Pere, WI

Current employment

SEC IAPD record for Patrick Nolan Thiel

Curi Capital, LLC

Regulatory AUM
$11,582,602,449
Registered advisors
94
Offices
27
Clients per advisor
31.5 (Low)
Average AUM per client
$3.9M (Moderate)
High-net-worth client ratio
52.3% (High)

Curi Capital, LLC: advisors, services and reported ETF investments

About

Patrick Nolan Thiel is a financial advisor at Curi Capital, LLC. Reported securities licenses include Series 65. The latest record indicates 6 years of industry experience and 11 years of reported work history. Reported roles include Kerberrose Wealth Management, Ehlers Investment Partners, LLC, Piper Sandler, Marquette University, among others.

Curi Capital, LLC's firm-level Form ADV reports 94 advisors across 27 offices; approximately 31.5 clients per advisor, average assets per client of $3,913,041, and regulatory AUM of $11.6B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.

PortfolioFuture's firm-level 13F analysis covers $1.5B across 186 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick Nolan Thiel personally.

Reported ETF positions

Curi Capital reports 186 ETF positions worth $1.5B on Form 13F; the largest are listed.

Largest ETF positions reported by Curi Capital
FundReported value
IEFA — iShares Core MSCI EAFE ETF$124.9M
IVV — iShares Core S&P 500 ETF$95.2M
SCHX — Schwab U.S. Large-Cap ETF$91.7M
SPY — SPDR S&P 500 ETF TRUST$90.3M
IUSV — iShares Core S&P U.S. Value ETF$63.1M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Curi Capital, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees

Business and affiliations

  • Registered Representative of a Broker-Deale
  • Commodity Pool Operator or Trading Advisor
  • Accountant or Accounting Firm
  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Insurance Company or Agency
  • Adviser to Any Private Fund

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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