Curafin Advisors

RIASEC Registered

Total AUM

$748M

Discretionary

$748M

100% of AUM

Avg account

$6.7M

Accounts

111

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 329091
Registered since: February 22, 2024
Website: curafinadvisors.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans59.22%
Pooled Investment Vehicles40.78%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Curafin Advisors LLC is an institutional registered investment adviser that works primarily with institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions and offers pension consulting services. Its compensation model combines a percentage-of-AUM fee schedule with fixed fees. Curafin Advisors is registered with the SEC (registered in 2024) and is organized as a limited liability company with domestic entity/individual ownership. The firm does not characterize itself as an active ESG investor and is not designated as a multi-state adviser in the provided filing. Its stated activities focus on institutional portfolio management and advisory services rather than retail wealth management or capital allocation on behalf of outside managers.