DANIEL ISLAND, SCCRD 281943Latest ADV March 26, 2026
Curran Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Daniel Island, SC. Its latest Form ADV filing, dated March 26, 2026, reports $749M in regulatory assets under management, 30 employees, 2 offices, and 1,274 accounts.
Assets Under Management
$749M
Employees
30
Offices
2 offices
Total Clients
1,315
Primary office
DANIEL ISLAND, SC
115 RIVER LANDING DR, SUITE 200, DANIEL ISLAND, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.2% of total clients.
Top client categories% of clientsClients
1
Individuals
91.2%
1,199
2
HNWI
8.7%
115
3
Investment Cos.
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$749Mas of March 26, 2026
Discretionary100.0%
$749M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$749M
Total Accounts1,274
10Y AUM Change+$617M (+468.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee44:1
10Y Employee Change+25 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.