C
CRD: 281524
Curran Financial Partners, LLC
Dripping Springs, TX, 78620
5128580805
$20.5M Total AUM
$20.5M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2015
- Office Locations
- 1
Office Locations
612 W. US Highway 290 Dripping Springs TX
About Curran Financial Partners, LLC
Curran Financial Partners, LLC is a Dripping Springs-based RIA. The firm has been operating for 10 years. Managing $20.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
51 AVG AGE
$10.2M AVG AUM / ADVISOR
$621.2K AVG AUM / CLIENT
10.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Horizon
Client Personas
Atlas
Investment Themes
Beacon horizon Focus Timber
Investment Vehicles
Wave Wave
Services
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Owner & Executives
STEPHEN JAMES CURRAN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6144849
- Ownership
- 50% but less than 75%
(863) 780-6757
ridge.harbor@embercapital.com
in linkedin.com/in/value-crest
SUSAN OBRIEN CURRAN
Certified Financial Planner, Managing Member
- CRD
- #1795637
- Ownership
- 50% but less than 75%
(608) 726-6589
unison.fusion@zenithcapital.com
in linkedin.com/in/prime-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,498,226 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,498,226 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,498,226
Public Funds:
24.8% Equity - Exchange:
20.9% Cash:
16.7% U.S. Government/Agency:
20.9% Municipal Bonds:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $177,098,027 | 24.8% |
| Equity - Exchange | $149,247,934 | 20.9% |
| Cash | $119,255,526 | 16.7% |
| U.S. Government/Agency | $149,247,934 | 20.9% |
| Municipal Bonds | $119,255,528 | 16.7% |
| Total | $714,104,949 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON QUANTUM | ZENITH FOCUS | PZ8SGZW51 | UCX | 10.33% | $119,251,740 |
| ZENITH VITAL QUANTUM | CREST RADIAL | OZM1HSAIL | QUW | 4.30% | $63,238,314 |
| FOCUS EMBER NORTH | CATALYST SUMMIT | BG1N3S52Q | XJNPW | 5.83% | $86,847,935 |
| MATRIX TIMBER ALPHA | NORTH CATALYST | Z82BVI0DK | FIC | 4.28% | $63,314,716 |
| SIGNAL PIONEER | EMBER MERIDIAN | N6A4OD8NW | IYZV | 7.51% | $51,998,318 |
| WAVE FRONTIER MERIDIAN | CREST EAGLE | 9OQEVX4ZN | LTEL | 9.11% | $43,500,218 |
| MERIDIAN SIGNAL | DELTA VALUE | IK58H61JE | GLUS | 6.64% | $76,840,575 |
| FUSION OAK | CATALYST HORIZON | K2HYN24O5 | WSIZ | 11.89% | $12,963,684 |