Data / Investment advisers / South Carolina / Curran Financial Partners, LLC
Curran Financial Partners, LLC, Daniel Island, SC: $749 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Curran Financial Partners, LLC is an SEC registered investment adviser with its main office in Daniel Island, South Carolina and reports $749 million in regulatory assets under management in its Form ADV filed July 6, 2026. Its clients include individuals, high net worth individuals and investment companies. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 281943
- SEC file number
- 801-119322
- SEC status
- Approved, effective August 20, 2020
- Main office
- 115 River Landing Dr Suite 200, Daniel Island, SC 29492
- Phone
- (843) 300-1182
- Regulatory AUM
- $749,381,619 in the Form ADV filed July 6, 2026
- Discretionary AUM
- $749,381,619
- Accounts
- 1,274
- Employees
- 30, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,199 | $428.5 million |
| High net worth individuals | 115 | $222.1 million |
| Investment companies | 1 | $98.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $749.4 million | March 26, 2026 |
| December 1, 2025 | $592.9 million | October 8, 2025 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Apollon Financial, LLC | Mount Pleasant | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Verity Investment Partners | Beaufort | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Liberty Hall Capital Partners, L.P. | Charleston | $1.14 billion | 4 | adviserinfo.sec.gov |
| Volofin Capital Management | Daniel Island | $1.01 billion | 1 | adviserinfo.sec.gov |
| Ground Swell Capital, LLC | Folly Beach | $949.2 million | 2 | adviserinfo.sec.gov |
| Discipline Wealth Solutions, Inc. | Greenville | $746.7 million | Not listed | adviserinfo.sec.gov |
| Wealth Management Advisors, LLC | Greenville | $686.1 million | Not listed | adviserinfo.sec.gov |
| Global Frontier Investments, LLC | Charleston | $682 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Curran Financial Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.