# Curran Financial Partners, LLC

> Curran Financial Partners, LLC is an SEC-registered investment advisory firm in Daniel Island, SC, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 281943
- Filed as: CURRAN FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Daniel Island, SC
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281943
- AdvisorCensus page: https://advisorcensus.com/firm/curran-financial-partners-llc-daniel-island-sc-281943

## Quick answers

**How is Curran Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Curran Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Curran Financial Partners, LLC located?**
Curran Financial Partners, LLC's principal office is in Daniel Island, SC, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Curran Financial Partners, LLC registered with the SEC or a state?**
Curran Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 281943.

**How much does Curran Financial Partners, LLC manage?**
Curran Financial Partners, LLC reports $749,381,619 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**How have Curran Financial Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Curran Financial Partners, LLC: Regulatory assets under management: $167,593,045 in the October 2021 data and $749,381,619 in the October 2026 data, up 347%. Total employees: 11 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Curran Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,199); high net worth individuals (115); investment companies (1).

**Which custodians does Curran Financial Partners, LLC use?**
Curran Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Curran Financial Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281943

**Does Curran Financial Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "We provide financial planning and portfolio management services to individuals and high net- worth individuals. We do not have a minimum account size requirement."

**What changed in Curran Financial Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> We provide financial planning and portfolio management services to individuals and high net- worth individuals. We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $749,381,619
- Discretionary: $749,381,619
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,199 | $428,525,411 |
| High net worth individuals | 115 | $222,102,808 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 1 | $98,753,400 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 30 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, GA, MA, MD, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Bluffton, SC
- Myrtle Beach, SC

### Websites listed on Form ADV (Item 1.I)
- curranfinancialpartners.com
- etfyall.com
- godblessamericaetf.com
- mlinvestmentgroup.com
- open.spotify.com/show/20SHZiowjWmAloMNel8a1r
- open.spotify.com/show/6MjPYP1UlHfEw8IIBwNNfv
- podcasts.apple.com/us/podcast/retire-yall-charleston/id1481629647
- retireyall.com
- retireyallpodcast.com
- Facebook @CURRANFINANCIAL
- Instagram @curranfinancial
- LinkedIn @curran-financial-partners
- TikTok @retireyall
- YouTube @UCV4Bg9u5DsxtcHGCILRj4Pw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $167,593,045 | 11 | September 16, 2021 |
| October 2022 | $295,416,902 | 11 | May 26, 2022 |
| October 2023 | $319,132,326 | 11 | September 16, 2023 |
| October 2024 | $472,730,420 | 10 | August 15, 2024 |
| October 2025 | $592,868,740 | 20 | March 21, 2025 |
| October 2026 | $749,381,619 | 30 | July 6, 2026 |

Regulatory assets under management: $167,593,045 in the October 2021 data and $749,381,619 in the October 2026 data, up 347%.
Total employees: 11 in October 2021 and 30 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in NJ.

### April 2026
- Regulatory assets under management went from $592,868,740 to $749,381,619 (+26%).
- Added an office in Bluffton, SC.
- No longer lists an office in Okatie, SC.

### December 2025
- Registered or notice-filed in OK, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Curran Financial Partners, LLC (CRD 281943): Form ADV filing data as of October 2026.