CURRAN FINANCIAL PARTNERS, LLC

Company Profile

As of Date 07/06/2026
ADV Location United States, SC
Websites
AUM* 769,879,845 58%
of that, discretionary 769,879,845 103%
Number of Employees 32 167%
of those in investment advisory functions 12
Private Fund GAV* 0
Avg Account Size 568,177 396%
High Net Worth 9.21% 45%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

749M 642M 535M 428M 321M 214M 107M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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