Curafin Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated March 4, 2026, reports $748M in regulatory assets under management, 6 employees, and 111 accounts.
Assets Under Management
$748M
Employees
6
Offices
--
Total Clients
111
Primary office
PHOENIX, AZ
4747 N. 22ND ST., SUITE 410, PHOENIX, AZ, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 86.5% of total clients.
Top client categories% of clientsClients
1
Pension Plans
86.5%
96
2
Pooled Investment Vehicles
13.5%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$748Mas of March 4, 2026
Discretionary100.0%
$748M
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$748M
Total Accounts111
10Y AUM Change+$748M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee19:1
10Y Employee Change+2 (+50.0%)
* 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.