CRD: 281943
Curran Financial Partners, LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vital oakUnison +more
- Established Date
- 01-13-2016
- Office Locations
- 1
Office Locations
About Curran Financial Partners, LLC
Curran Financial Partners is a Daniel Island, SC advisory firm focused on retirees and those saving for retirement, pairing retirement-focused financial planning with investment management. Portfolios commonly use ETFs and mutual funds with an emphasis on asset allocation, risk management, and tax-efficient strategies, and the firm also supports insurance and legacy planning needs. They publish the Retire Y’all Podcast and custody with firms including Charles Schwab.
Team overview
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CRM
Custodian
Investment Themes
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Owner & Executives
ADAM BRENNEN CURRAN
Partner, President
- CRD
- #5318690
- Ownership
- 75% or more
MATTHEW MICHAEL GIGGEY
Broker, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL R BAER
Wealth Advisor
- CRD
- #6674368
Maxwell Anton Blumberg
Wealth Advisor
- CRD
- #7876523
Crest catalyst
Value pathway optima
- CRD
- #65167
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $749,381,619 | $588,212 |
| Non-Discretionary | $0 | -- |
| Total | $749,381,619 | $588,212 |
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Separately Managed Accounts
Total SMA Asset: $650,628,219
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $837,403,344 | 23.1% |
| Cash | $855,528,958 | 23.6% |
| Equity - Exchange | $1,417,422,976 | 39.1% |
| Corporate - Investment Grade | $514,767,424 | 14.2% |
| Total | $3,625,122,702 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE FRONTIER RIDGE | BRIDGE CREST | 7Y7QKPMOU | QQIJO | 1.57% | $92,693,527 |
| RADIAL EMBER | PIONEER FOCUS | 8W30TGK6I | OUXQ | 8.33% | $64,394,391 |
| MATRIX INSIGHT | RIDGE SUMMIT | A4GW95Q9M | AADMW | 10.69% | $15,473,812 |
| ZENITH FOUNDATION FOCUS | VERTEX FRONTIER | 7XVDKGJ3Q | OEVVP | 3.00% | $55,897,861 |
| PRIME GLACIER | PEAK HORIZON | VJMPAWLDY | KOOK | 0.95% | $1,747,425 |
| MATRIX MOMENTUM | OPTIMA TIMBER | 2N2XRQHGD | RCCNO | 5.58% | $27,538,647 |
| ZENITH FRONTIER | UNISON PEAK | 3TICIR0NU | EBMNX | 2.71% | $80,911,748 |
| OPTIMA CAPITAL | MOMENTUM CREST | QUWFSQ55K | TMBY | 7.54% | $23,637,394 |