Curran Financial Partners, LLC

RIASEC Registered

Total AUM

$749M

Discretionary

$749M

100% of AUM

Avg account

$588K

Accounts

1,274

Employees

Advisory reps

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

FINTRX

Overview

Curran Financial Partners, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2020. The firm combines advisory services and insurance brokerage, positioning itself as a capital allocator for both individual & family and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals/small businesses and investment companies, selection of other advisers, and pension consulting services. Fee arrangements are flexible — percentage-of-AUM, hourly, and fixed-fee engagements are used depending on the client and service. The firm does not identify as an active ESG investor.