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Kurt Walter Rauzi

Investment Adviser Representative at DEDICATED CAPITAL ADVISORS, LLC

San Francisco, CACRD #1365507Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kurt Walter Rauzi has worked in the securities industry since 1986. They have passed the Series 65, 63, 22, and 6 examinations. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
California
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/12/1997
Series 65
Uniform Investment Adviser Law Examination
Passed 5/6/1996
SIE
Securities Industry Essentials Examination
Passed 12/31/2016
Series 22
Direct Participation Programs Representative Examination
Passed 2/27/2007
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/10/1985

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
Fort Point - First $0 to $3 million1.25%
Fort Point - Next $3 to $10 million0.90%
Fort Point - Next $10 to $20 million0.80%
Fort Point - Next $20 to $50 million0.60%
Fort Point - Next $50 to $100 million0.40%
Fort Point - $100 million and up0.00%
Frontier - $0 to $3 million1.00%
Frontier - $3 to $5 million0.95%
Frontier - $5 to $10 million0.90%
Frontier - $10 to $30 million0.75%
Frontier - $30 to $50 million0.60%
Frontier - $50 to $100 million0.50%
Frontier - $100 million and up0.30%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Dedicated Capital Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DEDICATED CAPITAL ADVISORS, LLCCurrent
2/26/2018San Francisco, CA
DEDICATED CAPITAL ADVISORS, LLC
10/14/201312/31/2015San Francisco, CA
NAVITAS WEALTH ADVISORS, INC.
1/2/201312/31/2013Ridgeland, MS
NAVITAS WEALTH ADVISORS, INC.
1/26/200912/31/2012San Francisco, CA
NAVITAS, LTD.
1/1/200112/31/2008San Francisco, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at DEDICATED CAPITAL ADVISORS, LLC

1 other advisor in the directory

View DEDICATED CAPITAL ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kurt Walter Rauzi has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Kurt Walter Rauzi - Financial Advisor in San Francisco, CA | AdvisorFinder