Curran Financial Partners, Llc
- Regulatory AUM
- $749M
- Discretionary
- $749M
- Clients
- 1,315
- Avg AUM / client
- $570K
- Accounts
- 1,274
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,199 | $429M | 57.2% |
| High net worth individuals | 115 | $222M | 29.6% |
| Investment companies | 1 | $98.8M | 13.2% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Brennen Curran | President | CFP | Aug 2015 (11y) | 75% or more |
| Giggey, Matthew, Michael | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Colin Stewart | Registered representative | Jan 2019 (8y) | ||
| Christopher Nickerson Mcquade | Registered representative | Feb 2019 (7y) | ||
| Michael R Baer | Registered representative | Jan 2020 (7y) | ||
| Frank Gerard Passalaqua | Registered representative | Aug 2021 (5y) | ||
| Christine Marie Kriegl | Registered representative | Aug 2022 (4y) | ||
| Ross Anthony De Waard | Registered representative | Dec 2022 (4y) | ||
| Joseph Michael Iafelice | Registered representative | Sep 2023 (3y) | ||
| David Coors Sheaffer | Registered representative | Jan 2025 (2y) | ||
| Katherine Anne Livingston | Registered representative | Jan 2025 (2y) | ||
| Maxwell Anton Blumberg | Registered representative | Apr 2025 (1y) | ||
| Noah Alan Speaks | Registered representative | Jun 2025 (1y) | ||
| Russell Douglas Renfrow | Registered representative | Oct 2025 (1y) | ||
| Kaylee Jade Urbanek | Registered representative | Oct 2025 (1y) | ||
| John Lennox Cummings | Registered representative | Feb 2026 (0y) | ||
| Francis Ferez | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 925 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $651M (87% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗