Curran Financial Partners, LLC

RIASEC Registered
Total AUM
$749M
Discretionary
$749M
100% of AUM
Avg account
$588K
Accounts
1,274
Employees
30
Advisory reps
18

Firm details

Headquarters
Daniel Island, South Carolina
CRD number
281943
Registered since
August 20, 2020
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 84%, Cash & Cash Equivalents 8%, Exchange Traded Equities 7%, Investment Grade Corp Bonds 1%84%
  • Public Funds/Mutual Funds84%
  • Cash & Cash Equivalents8%
  • Exchange Traded Equities7%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 105

Active vs passive

$2.6B in ETFs

Passive

21%

$540M

Active

78%

$2.1B

ETFProviderStyleCategoryValueShares% of portfolio
GOD BLESS AMERICA ETF (YALL)ActiveLarge Blend$1.9B81,826,15074.58%

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth