Curran Financial Partners, LLC

Overview

Curran Financial Partners, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2020. The firm is owned by an individual and describes itself as a capital allocator that serves both high-net-worth individuals and families as well as institutional clients. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting and the selection of other advisers. The firm also operates as an insurance broker and uses multiple client billing approaches (percentage of AUM, hourly and fixed fees). Curran does not identify itself as an active ESG investor and is not flagged as a multi-state adviser in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives