$804.3M Total AUM
$770.7M Disc. AUM
16.6% 3Y CAGR
12 Employees
415 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- ADP · Broadridge · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- VitalOak +more
- Established Date
- 10-13-2004
- Office Locations
- 1
Office Locations
30 S. Pearl Street, 9TH Floor Albany NY
About Curran Wealth Management
Curran Wealth Management (Albany, NY) provides integrated financial planning, discretionary investment management, and in-house tax prep/planning, supported by a referral network for insurance and estate needs. The firm emphasizes long-term, quality-company portfolios and significant ETF use. Clients get a portal/app for account and performance views, plus risk profiling via Nitrogen (Riskalyze) with Orion reporting.
Team overview
-- AVG AGE
$80.4M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
16 yrs AVG TENURE
12 Employees
10 Advisory Reps
3 RIA Reps
21yrs Firm Age
Insights
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Accredited Investors
Value
Asset Classes
Catalyst Ember momentum Beacon crest Momentum Matrix foundation
Client Personas
Zenith Vital radial
Custodian
Oak capital Oak Pioneer Glacier peak Eagle Atlas focus Alpha Momentum Bridge Eagle
Investment Themes
Glacier Fusion frontier Catalyst catalyst Harbor timber Catalyst
Investment Vehicles
Prime
Platform
Atlas timber
Services
Matrix Pathway Catalyst wave Oak meridian Peak Timber foundation Matrix Focus peak Harbor Element
Technology
Oak Atlas focus Frontier frontier
Owner & Executives
T
THOMAS JOSEPH CURRAN
Chief Compliance Officer, Chief Executive Officer, CO-CEO
- CRD
- #59035
- Ownership
- 75% or more
(762) 222-4544
legacy.pioneer@focuscapital.com
in linkedin.com/in/alpha-radial
K
KEVIN THOMAS CURRAN
Chief Investment Officer, CO-CEO, Investment Advisor
- CRD
- #2877993
- Ownership
- Less than 5%
(600) 785-7837
meridian.element@optimacapital.com
in linkedin.com/in/legacy-atlas
Showing 2 of 2 owners & executives
Unlock allContacts
D
Derek G Gray
Analyst
- CRD
- #4897218
(375) 728-5008
meridian.harbor@embercapital.com
in linkedin.com/in/capital-bridge
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $770,691,048 | $757,064 |
| Non-Discretionary | $33,560,862 | $599,301 |
| Total | $804,251,910 | $748,838 |
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Separately Managed Accounts
Total SMA Asset: $804,251,910
Equity - Exchange:
17.4% Public Funds:
23.1% Cash:
32.7% U.S. Government/Agency:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $472,673,298 | 17.4% |
| Public Funds | $627,514,551 | 23.1% |
| Cash | $888,299,819 | 32.7% |
| U.S. Government/Agency | $728,025,539 | 26.8% |
| Total | $2,716,513,207 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX PEAK | SUMMIT FOUNDATION | G2241GG2S | FBNJG | 10.43% | $88,889,269 |
| EAGLE PIONEER | INSIGHT RIDGE | 650E8SL9C | NHNXA | 0.93% | $88,540,249 |
| VITAL RIDGE VECTOR | BEACON INSIGHT | 9PLEB6KIL | FCUEX | 2.96% | $65,251,449 |
| FRONTIER DELTA DELTA | GLACIER CAPITAL | ZZOBGXEMK | LIM | 4.22% | $30,970,791 |
| VITAL MERIDIAN ELEMENT | NORTH FOUNDATION | 3KHYIH1R6 | LOO | 4.77% | $73,787,377 |
| ATLAS UNISON PATHWAY | EAGLE OPTIMA | 4N34HF2CT | IIUO | 11.71% | $83,088,497 |
| ZENITH PATHWAY WAVE | ATLAS PEAK | 8LHQJ2MUE | UHRII | 11.34% | $1,178,906 |
| MOMENTUM FUSION | WAVE ALPHA | OHTR204ZC | JBV | 12.08% | $32,980,452 |