CURRAN FINANCIAL PARTNERS, LLC
Firm details
- Headquarters
- DANIEL ISLAND, South Carolina
- CRD number
- 281943
- Registered since
- August 20, 2020
- Website
- curranfinancialpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals57.18%
- HNWI29.64%
- Investment Companies13.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Curran Financial Partners, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and registered in 2020. The firm serves both individual/family and institutional clients and also operates as an insurance broker. Its owner structure is individual ownership and the firm identifies as a capital allocator that can select and direct assets to outside managers. Advisory services include financial planning, portfolio management for individuals/small businesses and for investment companies, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Curran Financial Partners is not listed as an active ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents8%
- Exchange Traded Equities7%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1MATTHEW GIGGEY
Chief Compliance OfficerCRD 4353612
Contacts
3 of 16Noah Speaks
Client Services RepresentativeCRD 8053766
Colin Stewart
Wealth AdvisorCRD 6701258
Ross DeWaard
Investment Service RepresentativeCRD 7630787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$613M in ETFs
74%
$453M
22%
$159M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOD BLESS AMERICA ETF (YALL) | Active | Large Blend | $55.4M | 1,324,146 | 9.05% |
Location
DANIEL ISLAND, SC
BERKELEY
Location
DANIEL ISLAND, SC
Headquartered in DANIEL ISLAND, SC, in the South of the United States.
- Region
- South
- County
- BERKELEY
- Address
- 115 River Landing Dr
- Time zone
- ET (UTC-5)
- Office locations
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