Kurt Rauzi

Kurt Rauzi is the founder and Managing Director of Dedicated Capital Advisors, LLC, a San Francisco–based registered investment advisory firm he launched in 2013 (SEC CRD #168132, registered September 30, 2013). The firm is an independent, SEC-registered adviser organized as an LLC and headquartered at 601 Montgomery Street, San Francisco. It reports roughly $162 million in assets under management across about 140 accounts, with clients concentrated among high-net-worth individuals (~88%) and charitable organizations (~9%).

Rauzi's practice centers on legacy, philanthropic, and business-transition planning for business owners and affluent families across the U.S. He specializes in helping owners minimize tax on the sale of a business, appreciated assets, and estate plans while seeking to maximize returns and manage portfolio risk. He developed a proprietary planning framework he calls "The Simple Truth™," which is designed to help families clarify their most important goals and coordinate their existing advisors around a single, unified strategy.

Professionally, Rauzi holds the Chartered Financial Consultant (ChFC) and Certified Exit Planner (CEPA/CEP) designations, and is affiliated with the Founders Group and Strazzeri Mancini LLP planning networks. He is a member of the Exit Planning Institute, the Center for Tax Strategies & Resources, and the San Francisco Estate Planning Council, and previously served as President of the San Francisco Society of Financial Service Professionals.

Beyond his practice, Rauzi is active in community and nonprofit leadership. He serves as a board member of the Habitat Stewardship Foundation and has previously been a board director of the YMCA of San Joaquin County and the Salesian Boys and Girls Club. He lives in Marin with his wife, Tanya, and their four children.

• Operates as a wealth manager / capital allocator, not a startup angel — the "investment" work is building and managing diversified portfolios for wealthy families, foundations, and business owners.
• Core value proposition: tax minimization on business sales, appreciated assets, and estate plans, paired with return maximization and risk management on the resulting investment portfolios.
• Uses "The Simple Truth™" planning model to clarify family goals, integrate disparate entities/plans, and align a client's existing advisor team around one strategy.
• Client selection skews toward self-made entrepreneurs and business owners preparing for or navigating a liquidity/exit event (consistent with his Certified Exit Planner credential).
• No publicly stated venture/seed thesis, target check size, or startup sector focus could be verified.