CURAFIN ADVISORS

Legal name: CURAFIN ADVISORS, LLC

CRD 329091File 801-129547

APPROVED

Filing as of Mar 4, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$748.4M

Above cohort median (national)

Discretionary AUM

$748.4M

Clients

111

111 accounts

Employees

Top 25% of cohort in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Feb 22, 2024
Principal office: 4747 N. 22ND ST., SUITE 410, PHOENIX, AZ, 85016
Phone: 480-284-7080
Website: https://curafinadvisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $748.4M
Discretionary AUM: $748.4M
Non-discretionary AUM: $0
Discretionary accounts: 111
Non-discretionary accounts: 0
Total accounts: 111
AUM per client: $6.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	15	$305.2M
Pension and profit sharing plans	96	$443.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	80	111	increased by31
Apr 1, 2026	AUM	$448,430,226	$748,375,338	increased by$299,945,112
Apr 1, 2026	Accounts	81	111	increased by30
May 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CURAFIN ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CURAFIN ADVISORS” 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.