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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Curran Financial Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Curran Financial Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Curran Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Curran Financial Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Curran Financial Partners?","answer":"Curran Financial Partners’ direct owner is Adam Curran (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Curran Financial Partners get paid?","answer":"Curran Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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