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CURRAN FINANCIAL PARTNERS, LLC
CRD 281943File 801-119322
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$749.4M
Above cohort median (national)
Discretionary AUM
$749.4M
Clients
1,315
1,274 accounts
Employees
30
Top 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 20, 2020
- Principal office
- 115 RIVER LANDING DR, SUITE 200, DANIEL ISLAND, SC, 29492
- Phone
- (843) 300-1182
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $749.4M
- Discretionary AUM
- $749.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,274
- Non-discretionary accounts
- 0
- Total accounts
- 1,274
- AUM per client
- $570K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $98.8M |
| High net worth individuals | 115 | $222.1M |
| Individuals (other than high net worth individuals) | 1,199 | $428.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 30 | increased by10 |
| Apr 1, 2026 | Clients | 1,274 | 1,315 | increased by41 |
| Apr 1, 2026 | AUM | $592,868,740 | $749,381,619 | increased by$156,512,879 |
| Apr 1, 2026 | Accounts | 3,590 | 1,274 | decreased by2,316 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 20 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,481 | 1,274 | decreased by207 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $295,416,902 | $592,868,740 | increased by$297,451,838 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,283 | 3,590 | increased by1,307 |
| Jun 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 1,180 | 1,481 | increased by301 |
| Apr 1, 2022 | AUM | $167,593,045 | $295,416,902 | increased by$127,823,857 |
| Apr 1, 2022 | Accounts | 1,480 | 2,283 | increased by803 |
| Feb 1, 2022 | Employees | 11 | 12 | increased by1 |
| Oct 1, 2021 | Employees | 9 | 11 | increased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CURRAN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CURRAN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.