K
$128.5M Total AUM
$128.5M Disc. AUM
9.1% 3Y CAGR
1 Employees
22 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-02-2006
- Office Locations
- 1
Office Locations
-- Dallas TX
About Kurtin Financial Advisers, LLC
Kurtin Financial Advisers, LLC is a Dallas-based RIA. The firm has been operating for 20 years. Managing $128.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Northern Trust. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$128.5M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Element Beacon ember Bridge unison Prime
Client Personas
Catalyst
Investment Themes
Harbor ridge
Investment Vehicles
Crest
Services
Crest frontier Element element Wave momentum Oak bridge Eagle momentum
Owner & Executives
KATHY KURTIN STEWART
Chief Compliance Officer, Managing Member, President
- CRD
- #1361044
- Ownership
- 75% or more
(918) 869-2543
element.radial@oakcapital.com
in linkedin.com/in/oak-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,455,607 | $4,757,615 |
| Non-Discretionary | $0 | -- |
| Total | $128,455,607 | $4,757,615 |
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Separately Managed Accounts
Total SMA Asset: $128,455,607
Equity - Exchange:
5.5% Cash:
23.3% Corporate - Investment Grade:
28.4% Public Funds:
25.1% U.S. Government/Agency:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $165,731,277 | 5.5% |
| Cash | $702,097,955 | 23.3% |
| Corporate - Investment Grade | $855,776,048 | 28.4% |
| Public Funds | $756,337,282 | 25.1% |
| U.S. Government/Agency | $533,353,381 | 17.7% |
| Total | $3,013,295,943 | 100.0% |