Curafin Advisors, LLC
● SEC registered since 2024CRD 329091SEC# 801-129547Phoenix, AZ
Reg. AUM
$748.4M
Employees
6
Accounts
111
Location
Phoenix, AZ
Curafin Advisors, LLC assets under management
Curafin Advisors, LLC is a registered investment adviser overseen by the SEC based in Phoenix, AZ. The firm has been registered since 2024. It reports $748.4 million in regulatory assets under management and employs 6 people.
Curafin Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S Warning | Chief Compliance Officer | Under 5% | 2024 |
| Mtwest, LLC Control | Owner | Over 75% | 2023 |
| Shawn Jerome West Control | Member, Founder, Erisa Director | Under 5% | 2023 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Curafin Advisors, LLC manage?
Curafin Advisors, LLC reports $748.4 million in regulatory assets under management on its Form ADV.
How many employees does Curafin Advisors, LLC have?
Curafin Advisors, LLC reports 6 employees.
Where is Curafin Advisors, LLC located?
Curafin Advisors, LLC is based in Phoenix, AZ and has been SEC-registered since 2024.
Does Curafin Advisors, LLC disclose fund performance?
Curafin Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4747 N. 22nd St., Suite 410, Phoenix, AZ 85016 |
| Phone | 480-284-7080 |
| Office hours | 9:00 To 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$748.4M▲ 67%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$748.4Mregulatory AUM
Discretionary $748.4M