Curran Financial Partners, LLC
● SEC registered since 2020CRD 281943SEC# 801-119322Daniel Island, SC
Reg. AUM
$749.4M
Employees
30
Accounts
1,274
Location
Daniel Island, SC
Curran Financial Partners, LLC assets under management
Curran Financial Partners, LLC is a registered investment adviser overseen by the SEC based in Daniel Island, SC. The firm has been registered since 2020. It reports $749.4 million in regulatory assets under management and employs 30 people.
Curran Financial Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Brennen Curran Control | President | Over 75% | 2015 |
| Matthew Michael Giggey | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Curran Financial Partners, LLC manage?
Curran Financial Partners, LLC reports $749.4 million in regulatory assets under management on its Form ADV.
How many employees does Curran Financial Partners, LLC have?
Curran Financial Partners, LLC reports 30 employees.
Where is Curran Financial Partners, LLC located?
Curran Financial Partners, LLC is based in Daniel Island, SC and has been SEC-registered since 2020.
Does Curran Financial Partners, LLC disclose fund performance?
Curran Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 115 River Landing Dr, Suite 200, Daniel Island, SC 29492 |
| Phone | (843) 300-1182 |
| Fax | 843-814-0659 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$749.4M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$749.4Mregulatory AUM
Discretionary $749.4M