Data / Investment advisers / New York / Curran Wealth Management
Curran Wealth Management, Albany, NY: $804 million AUM, SEC registered investment adviser
Curran Wealth Management is an SEC registered investment adviser with its main office in Albany, New York and reports $804 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 132136
- SEC file number
- 801-63553
- SEC status
- Approved, effective October 13, 2004
- Legal name
- CIM, LLC
- Main office
- 30 S. Pearl Street, 9th Floor, Albany, NY 12207
- Phone
- (518) 391-4200
- Regulatory AUM
- $804,251,910 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $770,691,048
- Non discretionary AUM
- $33,560,862
- Accounts
- 1,074
- Employees
- 12, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 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 |
|---|---|---|
| High net worth individuals | 168 | $692.8 million |
| Individuals (other than high net worth individuals) | 201 | $74 million |
| Corporations or other businesses | 5 | $17.7 million |
| Other investment advisers | 1 | $8.3 million |
| Pension and profit sharing plans | 3 | $6.6 million |
| Charitable organizations | 7 | $4.8 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 | $804.3 million | March 27, 2026 |
| December 1, 2025 | $751.1 million | February 26, 2025 |
Other advisers in Albany
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Paradigm Capital Management, Inc. | Albany | $2.38 billion | 2 | adviserinfo.sec.gov |
| PKS Advisory Services, LLC | Albany | $1.09 billion | Not listed | adviserinfo.sec.gov |
| Independent Family Office, LLC | Albany | $760.1 million | Not listed | adviserinfo.sec.gov |
| Greenbush Financial Group, LLC | Albany | $616.5 million | Not listed | adviserinfo.sec.gov |
| Allsquare Wealth Management, LLC | Albany | $307.8 million | Not listed | adviserinfo.sec.gov |
| Paradigm Funds Advisor LLC | Albany | $305.1 million | Not listed | adviserinfo.sec.gov |
| Albanyadvisor Group LLC | Albany | $302.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Albany, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Curran Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.