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 organized as an LLC and owned by an individual. The firm provides comprehensive advisory and planning services to both individuals/families and institutional clients. Its advisory scope includes financial planning, discretionary portfolio management for individuals, small businesses and investment companies, pension consulting and the selection of other advisers. Curran also operates as an insurance broker and bills clients via a mix of percentage-of-AUM, hourly and fixed-fee arrangements. The firm identifies itself as a capital allocator but does not characterize itself as an active ESG investor or 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 16
Noah 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 103Active vs passive
$717M in ETFs
71%
$510M
25%
$207M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOD BLESS AMERICA ETF (YALL) | Active | Large Blend | $91.7M | 2,164,820 | 12.78% |
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
Similar firms
Volofin Capital Management
RIADaniel Island, SC
Harbour Wealth Management Group, Inc.
RIADaniel Island, SC
Eagles Coast Wealth Management, LLC
RIADaniel Island, SC
Daniel Island Wealth Management, LLC
RIADaniel Island, SC
Sherman Financial & Wealth Management
RIADaniel Island, SC
Income Growth Advisors, LLC
RIADaniel Island, SC