Curran Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting, and selecting other managers.
Curran Financial Partners reports 1,315 clients. They include 1,199 individual clients, 115 high-net-worth individuals and 1 investment company. Of its assets, 100.0% ($749M across 1,274 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 57% |
| High-net-worth individuals | 9% | 30% |
| Investment companies | <1% | 13% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,199 | $429M | 57.2% | $357K |
| High-net-worth individuals | 115 | $222M | 29.6% | $1.93M |
| Investment companies | 1 | $98.8M | 13.2% | $98.8M |
| Total | 1,315 | $749M | 100% | $570K |
- Clients
- 1,199
- Regulatory AUM
- $429M
- AUM share
- 57.2%
- Avg. per client
- $357K
- Clients
- 115
- Regulatory AUM
- $222M
- AUM share
- 29.6%
- Avg. per client
- $1.93M
- Clients
- 1
- Regulatory AUM
- $98.8M
- AUM share
- 13.2%
- Avg. per client
- $98.8M
Total
- Clients
- 1,315
- Regulatory AUM
- $749M
- AUM share
- 100%
- Avg. per client
- $570K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Curran Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning, fixed fee
- Financial planning is offered for a negotiable fixed fee between $750 and $1,500, based on the complexity of the plan; half is paid at signing.
- Financial planning, hourly
- Financial planning is billed at an hourly rate of $300, which may be negotiable in certain cases and is due at completion.
Adam Curran owns 75% or more of Curran Financial Partners. The leadership team of Curran Financial Partners includes President Adam Curran and Chief Compliance Officer Matthew Giggey. It has 30 employees, 10 of them in advisory roles.
Leadership
- Adam CurranPresident
- Matthew GiggeyChief Compliance Officer
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
Staff
- 30 employees
- 10 in advisory functions
- 10 state-registered reps
- 15 insurance agents
- 1 soliciting firm
- Owns 75% or more of Curran Financial Partners, LLC
Adam Curran
Control person · since August 2015
Curran Financial Partners’ regulatory assets grew 4.5× from $168M (May 2021) to $749M (July 2026); clients rose from 1,180 to 1,315 and employees from 9 to 30.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $749M | 1,315 | 30 | 3 |
| March 2025 | $593M | 1,274 | 20 | 3 |
| May 2024 | $473M | 1,183 | 10 | 3 |
| June 2023 | $319M | 1,151 | 11 | 5 |
| May 2022 | $295M | 1,481 | 11 | 5 |
| May 2021 | $168M | 1,180 | 9 | 4 |
Besides its headquarters, Curran Financial Partners has 2 offices, with 3 listed addresses in South Carolina.
South Carolina · 3 listed addresses
- 115 River Landing DR, Suite 200, Daniel IslandHQ
- 1072 London St, Myrtle Beach
- 181 Bluffton Road, Bluffton
Contact and registration details
- Legal name
- Curran Financial Partners, LLC
- Headquarters
- 115 River Landing DR, Suite 200, Daniel Island, SC 29492
- Website
- curranfinancialpartners.com
- Phone
- 843-300-1182
- @curran-financial-partners
- SEC file
- 801-119322
- Structure
- South Carolina LLC
- Fiscal year end
- December
Curran Financial Partners uses Charles Schwab ($651M) as custodian for its separately managed accounts. Curran Financial Partners has custody of $163M in client assets for 1,289 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $651M100%
At year end, Curran Financial Partners’ separately managed accounts were mostly in funds (84%). Its reported 13F holdings for the quarter ended 31 March 2026 total $559M across 127 positions; the largest are Tidal Trust I (9.9%), Schwab Strategic TR (7.5%) and Vanguard Star Fds (4.7%).
What the accounts hold
- Stocks7%
- Funds84%
- Bonds1%
- Cash8%
Reported 13F holdings
- $559M
- Reported 13F value
- 127
- Positions
- 49.2%
- In the 10 largest
- —
- Value vs. prior quarter
- Tidal Trust I · God Bless Amer9.9%
- Schwab Strategic TR · US Dividend EQ7.5%
- Vanguard Star Fds · VG TL Intl Stk F4.7%
- SPDR Series Trust · State Street Spd4.5%
- Vanguard Index Fds · Small CP ETF4.5%
- J P Morgan Exchange Traded F · Equity Premium4.1%
- Global X Fds · Glb X Mlp Enrg I4.1%
- Vanguard Index Fds · Growth ETF3.7%
- SPDR Series Trust · State Street Spd3.1%
- Franklin Templeton ETF TR · Senior Loan ETF3.0%
Together, the ten largest are 49.2% of reported value.
How many clients does Curran Financial Partners have?
Curran Financial Partners has 1,315 clients and manages $749 million for them, as of July 2026. They include 1,199 individual clients, 115 high-net-worth individuals and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026
What services does Curran Financial Partners offer?
Curran Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Curran Financial Partners use?
Curran Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $651M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 July 2026
How many financial advisors does Curran Financial Partners have?
Curran Financial Partners has 10 investment adviser representatives registered with state securities authorities, out of 30 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Curran Financial Partners invest in?
At the end of its last fiscal year, Curran Financial Partners’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 7% exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Curran Financial Partners?
Curran Financial Partners’ direct owner is Adam Curran (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 July 2026
How does Curran Financial Partners get paid?
Curran Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Curran Financial Partners registered with the SEC?
Yes, Curran Financial Partners has been registered with the SEC as an investment adviser since 20 August 2020. Its CRD number is 281943 and its SEC file number is 801-119322.
Source: Form ADV Part 1A, Item 1, filed 6 July 2026; IAPD firm record
How do I contact Curran Financial Partners?
Curran Financial Partners’ main office is at 115 River Landing DR, Suite 200, Daniel Island, SC 29492. Its phone number is 843-300-1182. Its website is curranfinancialpartners.com.