Hedge Fund Database

CURRAN FINANCIAL PARTNERS, LLC

Adviser information for CURRAN FINANCIAL PARTNERS, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location South Carolina, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 10
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 9
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,690 $364.2M
Non-Discretionary 540 $108.6M
Total 3,230 $472.7M

Clients

Type Number RAUM
Individuals 1,110 $288.2M
HNW Individuals 72 $129.6M
Banking or thrift institutions 0 $0
Investment companies 1 $54.9M
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-119322
SEC ERA File Number 801-119322
SEC CIK Numbers 1843867
SEC CRD Numbers 281943
Legal Entity Identifier None

Principal Office

672 MARINA DRIVE
SUITE 108
CHARLESTON
SC
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: (843) 300-1182, Fax: 843-814-0659

Websites

www.facebook.com/curranfinancial/ www.mlinvestmentgroup.com/ www.retireyall.com www.curranfinancialpartners.com www.linkedin.com/company/curran-financial-partners retireyallpodcast.com/ instagram.com/curranfinancial/ www.youtube.com/channel/ucv4bg9u5dsxtchgcilrj4pw etfyall.com/ www.godblessamericaetf.com/

Chief Compliance Officer

MATTHEW M GIGGEY
36 W. PIKE STREET
FLOOR 2
COVINGTON
KY
United States
Tel: 859-402-1462
(Full email address available in API data)

Regulatory Contact

ADAM CURRAN
PRESIDENT
672 MARINA DRIVE
SUITE 108
CHARLESTON
SC
United States
Tel: 843-300-1182
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CURRAN, ADAM, BRENNEN Individual – PRESIDENT 08/2015 > 75%
GIGGEY, MATTHEW, MICHAEL Individual – CHIEF COMPLIANCE OFFICER 08/2023 < 5%

No. Employees, Historic

201002020202120222023202420255 on 7/21/20205 on 9/3/20209 on 3/15/20219 on 5/17/20219 on 5/25/20219 on 8/20/202111 on 9/8/202111 on 9/16/202112 on 2/3/202212 on 3/18/202212 on 3/30/202213 on 4/4/202212 on 4/18/202211 on 5/26/202212 on 10/19/202212 on 10/31/202212 on 10/31/202211 on 11/14/202210 on 12/22/202212 on 1/3/202312 on 3/9/202313 on 4/4/202311 on 4/6/202311 on 6/6/202311 on 6/26/202311 on 9/16/202311 on 11/7/202310 on 3/22/2024

RAUM, Historic

500M250M0202020212022202320242025118952253 on 7/21/2020131908244 on 9/3/2020167593045 on 3/15/2021167593045 on 5/17/2021167593045 on 5/25/2021167593045 on 8/20/2021167593045 on 9/8/2021167593045 on 9/16/2021167593045 on 2/3/2022295416902 on 3/18/2022295416902 on 3/30/2022295416902 on 4/4/2022295416902 on 4/18/2022295416902 on 5/26/2022295416902 on 10/19/2022295416902 on 10/31/2022295416902 on 10/31/2022295416902 on 11/14/2022295416902 on 12/22/2022295416902 on 1/3/2023319132326 on 3/9/2023319132326 on 4/4/2023319132326 on 4/6/2023319132326 on 6/6/2023319132326 on 6/26/2023319132326 on 9/16/2023319132326 on 11/7/2023472730420 on 3/22/2024

No. Clients, Historic

2,0001,0000202020212022202320242025985 on 7/21/2020719 on 9/3/20201180 on 3/15/20211180 on 5/17/20211180 on 5/25/20211180 on 8/20/20211180 on 9/8/20211180 on 9/16/20211180 on 2/3/20221481 on 3/18/20221481 on 3/30/20221481 on 4/4/20221481 on 4/18/20221481 on 5/26/20221481 on 10/19/20221482 on 10/31/20221482 on 10/31/20221482 on 11/14/20221482 on 12/22/20221482 on 1/3/20231151 on 3/9/20231151 on 4/4/20231151 on 4/6/20231151 on 6/6/20231151 on 6/26/20231151 on 9/16/20231151 on 11/7/20231183 on 3/22/2024

Holdings

From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ISHARES SILVER TR ISHARES 258K 10K –
SPDR S&P 500 ETF TR TR UNIT 2M 4K –
ISHARES TR TIPS BD ETF 2M 18K –
COSTCO WHSL CORP NEW COM 2M 3K –
RBB FD INC US TREASY 2 YR 802K 17K –
VANGUARD WORLD FD HEALTH CAR ETF 6M 22K –
ARK ETF TR INNOVATION ETF 271K 6K –
RBB FD INC US TRSRY 6 MNTH 801K 16K –
AMAZON COM INC COM 1M 6K –
APPLE INC COM 5M 25K –
ISHARES TR INTL SEL DIV ETF 5M 176K –
WESBANCO INC COM 216K 8K –
LOWES COS INC COM 1M 5K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 875K 16K –
VANGUARD INDEX FDS GROWTH ETF 5M 15K –
PROCTER AND GAMBLE CO COM 867K 5K –
WISDOMTREE TR FLOATNG RAT TREA 13M 250K –
WALMART INC COM 244K 4K –
SHERWIN WILLIAMS CO COM 3M 9K –
SPDR SER TR PRTFLO S&P500 HI 15M 380K –
TIDAL ETF TR GOD BLESS AMER 49M 1M –
VANGUARD WORLD FD COMM SRVC ETF 4M 29K –
VANGUARD WORLD FD CONSUM STP ETF 3M 13K –
EXXON MOBIL CORP COM 713K 6K –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 313K 22K –
UNITED BANKSHARES INC WEST V COM 350K 11K –
VANGUARD INDEX FDS VALUE ETF 1M 8K –
GLOBAL X FDS GLB X MLP ENRG I 11M 214K –
ABBVIE INC COM 330K 2K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 800K 2K –
ISHARES TR PFD AND INCM SEC 5M 152K –
GE AEROSPACE COM NEW 325K 2K –
VANGUARD STAR FDS VG TL INTL STK F 8M 132K –
CHEVRON CORP NEW COM 1M 7K –
VANGUARD WORLD FD MATERIALS ETF 970K 5K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 6M 31K –
ISHARES TR CONSER ALLOC ETF 6M 168K –
ISHARES TR RUS 1000 VAL ETF 393K 2K –
ISHARES TR IBOXX INV CP ETF 6M 59K –
VANGUARD WORLD FD UTILITIES ETF 1M 9K –
PROSHARES TR S&P 500 DV ARIST 5M 53K –
MICROSTRATEGY INC CL A NEW 244K 177 –
RBB FD INC US TREAS 3 MNTH 801K 16K –
DBX ETF TR XTRACK USD HIGH 2M 60K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 21M 264K –
VANGUARD INDEX FDS SMALL CP ETF 8M 36K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 6M 78K –
VANGUARD INDEX FDS TOTAL STK MKT 1M 4K –
HOME DEPOT INC COM 234K 679 –
ISHARES TR IBOXX HI YD ETF 3M 33K –
NVIDIA CORPORATION COM 861K 7K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 4M 34K –
CSX CORP COM 329K 10K –
INVESCO QQQ TR UNIT SER 1 548K 1K –
GLOBAL X FDS GLOBX SUPDV US 5M 273K –
COCA COLA CO COM 254K 4K –
SOUTHERN CO COM 205K 3K –
VANGUARD MALVERN FDS STRM INFPROIDX 2M 37K –
UNITEDHEALTH GROUP INC COM 294K 577 –
VANGUARD WORLD FD ENERGY ETF 2M 14K –
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 3K –
MERCK & CO INC COM 240K 2K –
RBB FD INC US TREASRY 12 MT 801K 16K –
ISHARES TR RUS 1000 GRW ETF 681K 2K –
MICROSOFT CORP COM 2M 4K –
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 728K 16K –
SPDR GOLD TR GOLD SHS 2M 7K –
META PLATFORMS INC CL A 429K 850 –
VANGUARD WORLD FD CONSUM DIS ETF 4M 14K –
ALPHABET INC CAP STK CL A 887K 5K –
SPDR SER TR PRTFLO S&P500 GW 2M 21K –
SPDR SER TR BLOOMBERG SHT TE 10M 381K –
SCHWAB STRATEGIC TR SHT TM US TRES 5M 96K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 1M 24K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 271K 6K –
SPDR SER TR DJ REIT ETF 235K 3K –
FIDELITY COVINGTON TRUST CONSMR STAPLES 659K 14K –
VANGUARD WORLD FD INF TECH ETF 14M 24K –
FERGUSON PLC NEW SHS 262K 1K –
FIRST INTST BANCSYSTEM INC COM 278K 10K –
VANGUARD WORLD FD FINANCIALS ETF 6M 56K –
VANGUARD WORLD FD INDUSTRIAL ETF 4M 15K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 12M 211K –