CURRAN FINANCIAL PARTNERS, LLC

Overview

Curran Financial Partners, LLC is a small, independent registered investment adviser that focuses on providing financial planning and portfolio management for individuals and small businesses. The firm operates under an owner-led structure and uses a mix of fee models—percentage of AUM, hourly charges and fixed fees—so engagement types range from ongoing advisory relationships to project-based planning work. Investment implementation leans toward pooled public vehicles for market exposure while alternative exposure is accessed through third-party managers rather than in-house capital allocation. The firm does not identify as an active ESG investor and maintains a close working relationship with accounting professionals as an industry affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices