Curran Financial Partners, LLC
Curran Financial Partners, LLC is a Charleston, South Carolina-based investment advisory firm founded in 2015 by Adam Curran. The firm is registered with the U.S. Securities and Exchange Commission and provides investment management, retirement planning, tax preparation, and estate planning services primarily for individuals and families planning for retirement. With approximately 20 employees, Curran Financial Partners delivers individualized advice and portfolio management, serving hard-working families by adapting concepts traditionally used by wealthy investors to Main Street clients. The firm operates across multiple offices and is the sub-adviser to The God Bless America ETF.
Investment Strategy
Curran Financial Partners specializes in managing individually tailored investment portfolios using both active and passive management strategies. The firm conducts personal consultations to establish each client's investment objectives, time horizons, risk tolerance, and liquidity needs, crafting a customized investment policy and asset allocation plan. Curran Financial Partners regularly reviews accounts to ensure alignment with clients' goals, focusing on retirement planning and emphasizing disciplined, long-term investment approaches. They utilize a mix of traditional securities and ETFs, block trading for efficiency, and may aggregate similar client orders for better pricing. The firm serves as a sub-adviser for thematic ETFs, reflecting a values-driven investment philosophy centered on God, Family, and Country.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Y YALL | TIDAL TRUST I | 12.09% | $61.1M | 1,358,695 | $23.80 | $44.99 | +$4.6M |
S SCHD | SCHWAB STRATEGIC TR | 6.47% | $32.7M | 1,197,392 | $25.37 | $27.30 | +$4.0M |
S SPYD | SPDR SERIES TRUST | 4.22% | $21.3M | 485,102 | $41.05 | $44.00 | +$2.2M |
V VXUS | VANGUARD STAR FDS | 4.03% | $20.3M | 276,985 | $62.31 | $73.46 | +$4.1M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 3.84% | $19.4M | 340,270 | $56.49 | $57.10 | +$2.2M |