Kurtin Financial Advisers, LLC

Overview

Kurtin Financial Advisers, LLC operates as a fee-based wealth manager focused on individualized portfolio management and the selection of third-party advisers. The firm runs discretionary accounts and shows a clear allocation preference toward publicly traded equities — exchange-traded holdings make up the largest portion of client portfolios. It positions itself as a capital allocator for high-net-worth individuals and families, using an asset-under-management fee model and managing concentrated, account-level strategies rather than broad institutional consulting. The adviser is not an active ESG investor and is not structured as a multi-state advisory firm. Services emphasize customized portfolio construction and manager selection, which suggests a mix of separately managed accounts and delegated relationships with specialist managers for specific sleeves or alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices