Kurtin Financial Advisers, LLC
● SEC registered since 2022CRD 115418SEC# 801-123750
Reg. AUM
$128.5M
Employees
1
Accounts
27
Location
—
Kurtin Financial Advisers, LLC assets under management
Kurtin Financial Advisers, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2022. It reports $128.5 million in regulatory assets under management and employs 1 people.
Kurtin Financial Advisers, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathy Kurtin Stewart Control | Managing Member, Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Kurtin Financial Advisers, LLC manage?
Kurtin Financial Advisers, LLC reports $128.5 million in regulatory assets under management on its Form ADV.
How many employees does Kurtin Financial Advisers, LLC have?
Kurtin Financial Advisers, LLC reports 1 employees.
Does Kurtin Financial Advisers, LLC disclose fund performance?
Kurtin Financial Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 214-891-0399 |
| Fax | 214-891-9399 |
| Office hours | 8:30 a.m. 3:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 6282 |
| Discloses disciplinary history | No |
Regulatory AUM
$128.5M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$128.5Mregulatory AUM
Discretionary $128.5M