Investment adviser · CRD 281943
CURRAN FINANCIAL PARTNERS, LLC
Investment adviser filing (IA)
DANIEL ISLAND, SC, United States · Form ADV filed Jul 6, 2026
- Regulatory AUM
- $749M Form ADV · Item 5.F
- Client accounts
- 1,274 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,199 | $428,525,411 | 57.2% |
| High-net-worth individuals | 115 | $222,102,808 | 29.6% |
| Investment companies | 1 | $98,753,400 | 13.2% |
Filing source
Form ADV 2116140 · Jul 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
115 RIVER LANDING DR, SUITE 200DANIEL ISLAND, SC, 29492, United States
CRD 281943
Filing source
Form ADV 2116140 · Jul 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.