Curafin Advisors

RIASEC RegisteredEst. 2024
Total AUM
$748M
Discretionary
$748M
100% of AUM
Avg account
$6.7M
Accounts
111
Employees
6
Advisory reps
3

Firm details

Headquarters
Phoenix, Arizona
CRD number
329091
Registered since
February 22, 2024
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 is a limited liability company registered with the SEC in 2024 that operates as an institutional registered investment adviser. The firm’s client base is institutional, and its stated fee structure combines a percentage of assets under management with fixed fees. Curafin lists portfolio management for pooled investment vehicles and for businesses or institutions among its advisory activities and also includes pension consulting services on its filing, though it is not designated as a pension consultant. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser; it also does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Private Funds 40%60%
  • Public Funds/Mutual Funds60%
  • Private Funds40%

Owners & executives

1 of 1
  • Andrew Warning

    Andrew Warning

    Chief Compliance OfficerCRD 3211861

Contacts

2 of 2
  • Shawn West

    Shawn West

    Founder & DirectorCRD 6102066

  • Ty Wheeler

    Ty Wheeler

    Retirement Plan AdvisorCRD 7701953

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Phoenix, AZ

Maricopa

Location

Phoenix, AZ

Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
4747 N 22nd St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth