Wealth Manager
    SEC Registered
    Manages Private Funds

    Curran Financial Partners, LLC

    Registered investment advisor · Daniel Island, South Carolina · CRD #281943

    Assets Under Management
    $749M
    Client Accounts
    1,274
    Employees
    30
    CRD Number
    281943
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Curran Financial Partners, LLC

    Curran Financial Partners, LLC is a full-service independent investment advisory firm registered with the SEC, specializing in retirement, tax, and estate planning. It partners with Charles Schwab for custody services. The firm focuses on client-centric financial advisory services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Curran Financial Partners, LLC

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    Frequently Asked Questions

    What is Curran Financial Partners, LLC's AUM?

    Curran Financial Partners, LLC reports approximately $749M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Curran Financial Partners, LLC headquartered?

    Curran Financial Partners, LLC is headquartered in Daniel Island, South Carolina.

    What is Curran Financial Partners, LLC's CRD number?

    Curran Financial Partners, LLC's CRD number is 281943. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Curran Financial Partners, LLC manage?

    Curran Financial Partners, LLC manages approximately 1,274 client accounts according to its latest SEC filing.

    Is Curran Financial Partners, LLC SEC registered?

    Yes, Curran Financial Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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