# Curtin Financial Management, Inc.

> Curtin Financial Management, Inc. is a state-registered investment advisory firm, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 125545
- Filed as: CURTIN FINANCIAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125545
- AdvisorCensus page: https://advisorcensus.com/firm/curtin-financial-management-inc-125545

## Quick answers

**How is Curtin Financial Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Curtin Financial Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Curtin Financial Management, Inc. registered with the SEC or a state?**
Curtin Financial Management, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 125545.

**How much does Curtin Financial Management, Inc. manage?**
Curtin Financial Management, Inc. reports $73,907,852 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (95% discretionary).

**What types of clients does Curtin Financial Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (5).

**Does Curtin Financial Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125545

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $73,907,852
- Discretionary: $70,289,856
- Non-discretionary: $3,617,996

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $3,563,147 |
| High net worth individuals | 20 | $70,344,705 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Curtin Financial Management, Inc. (CRD 125545): Form ADV filing data as of October 2026.