AdvisorCensus / Financial advisors / Kurtin Financial Advisers, LLC
Kurtin Financial Advisers, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.
Quick answers
From the filingHow is Kurtin Financial Advisers, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Kurtin Financial Advisers, LLC reports these compensation arrangements: a percentage of assets under its management.
How much does Kurtin Financial Advisers, LLC charge?
Its Form ADV Part 2A brochure dated March 6, 2026 states: Up to $5,000,000: 1% a year; $5,000,000 to $10,000,000: 0.75% a year; Above $10,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Kurtin Financial Advisers, LLC registered with the SEC or a state?
Kurtin Financial Advisers, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 115418.
How much does Kurtin Financial Advisers, LLC manage?
Kurtin Financial Advisers, LLC reports $128,455,607 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).
How have Kurtin Financial Advisers, LLC's assets and staff changed since 2022?
In the Form ADV data for Kurtin Financial Advisers, LLC: Regulatory assets under management: $111,489,681 in the October 2022 data and $128,455,607 in the October 2026 data, up 15%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Kurtin Financial Advisers, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (22).
Which custodians does Kurtin Financial Advisers, LLC use?
Kurtin Financial Advisers, 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 Kurtin Financial Advisers, 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/115418
Does Kurtin Financial Advisers, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 6, 2026 says: "There is no stated minimum account size at this time."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $5,000,000 | 1% |
| $5,000,000 to $10,000,000 | 0.75% |
| Above $10,000,000 | 0.5% |
The brochure's wording
ANNUAL ADVISORY FEE: Minimum Fee $10,000 Fair Market Value Stated as a Percentage First $5,000,000 1.00% Next $5,000,000 0.75% Balance 0.50%
Account minimum: None
The brochure's wording
There is no stated minimum account size at this time.
Minimum annual fee: $10,000
The brochure's wording
Minimum Fee $10,000
As stated in the firm's Form ADV Part 2A brochure dated March 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$128,455,607 as of October 2026, filing dated March 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $128,455,607 | 1 | March 6, 2026 |
| October 2025 | $122,310,336 | 1 | March 20, 2025 |
| October 2024 | $109,612,057 | 1 | March 13, 2024 |
| October 2023 | $99,684,603 | 1 | March 28, 2023 |
| October 2022 | $111,489,681 | 1 | March 25, 2022 |
Regulatory assets under management: $111,489,681 in the October 2022 data and $128,455,607 in the October 2026 data, up 15%.
Total employees: 1 in October 2022 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Kurtin Financial Advisers, LLC (CRD 115418): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kurtin-financial-advisers-llc-115418