Curran Financial Partners, LLC

Overview

Curran Financial Partners, LLC is an SEC registered investment adviser based in Daniel Island, SC, registered since 2016. It reports $749M in assets under management across 1,274 accounts, with 30 employees. It has 16 investment adviser representatives.

Reported AUM

$749M

Discretionary

100%

Accounts

1,274

Average account

$588K

Employees

30

Advisory reps

16

Registered since

2016

Jurisdictions

18

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Investment Companies

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Adam Brennen Curran President CRD 5318690
• Matthew Michael Giggey Chief Compliance Officer CRD 4353612

Advisory reps 3 of 16

• Michael R Baer Insurance Agent · Investment Adviser Rep CRD 6674368
• Maxwell Anton Blumberg Insurance Agent · Investment Adviser Rep CRD 7876523
• John Lennox Cummings Investment Adviser Rep CRD 7807047

13 more advisory reps, with emails, phones and branch locations

Location

Headquarters

115 River Landing Dr Ste 200
Daniel Island, SC 29492

County

Berkeley

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: open.spotify.com/show/20shziowjwmalomnel8a1r

Every state, with registration dates

Similar firms near Daniel Island

• Volofin Capital ManagementDaniel Island, SC$1B AUM
• Harbour Wealth Management Group, Inc.Daniel Island, SC$266M AUM
• Eagles Coast Wealth Management, LLCDaniel Island, SC$50.1M AUM
• Daniel Island Wealth Management, LLCDaniel Island, SC$24.5M AUM
• Sherman Financial & Wealth ManagementDaniel Island, SC$6.8M AUM