Sign in

You're signed outSign in or to get full access.

Curran Financial Partners, LLC

CIK:0001843867
Investment Adviser
$593M AUM
129 holdings
Charleston, SC, US
Founded:2015
20 employees
Latest filing:Sep 30, 2025

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.

Latest 13F Filing Activity

Curran Financial Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 129 equity positions with a total 13F market value of $505M. The fund increased holdings in Tidal Trust I, BNY Mellon Etf Trust, Vanguard World FD among other positions. Curran Financial Partners, LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.

Top Buys
Y
YALLTIDAL TRUST I
+$4.6M
B
BKAGBNY MELLON ETF TRUST
+$4.4M
V
VHTVANGUARD WORLD FD
+$4.4M
F
FLBLFRANKLIN TEMPLETON ETF TR
+$4.2M
V
VXUSVANGUARD STAR FDS
+$4.1M
Top Sells
L
LQDISHARES TR
-$3.8M
A
AOKISHARES TR
-$3.6M
H
HYGISHARES TR
-$3.6M
B
BILSPDR SERIES TRUST
-$3.1M
B
BNDVANGUARD BD INDEX FDS
-$3.0M

Top Holdings

Y
YALLTIDAL TRUST I
+12.1%$61.1M
S
SCHDSCHWAB STRATEGIC TR
+6.5%$32.7M
S
SPYDSPDR SERIES TRUST
+4.2%$21.3M
V
VXUSVANGUARD STAR FDS
+4.0%$20.3M
J
JEPIJ P MORGAN EXCHANGE TRADED F
+3.8%$19.4M

Equity Positions (129)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
TIDAL TRUST I12.09%$61.1M1,358,695$23.80$44.99+$4.6M
SCHWAB STRATEGIC TR6.47%$32.7M1,197,392$25.37$27.30+$4.0M
SPDR SERIES TRUST4.22%$21.3M485,102$41.05$44.00+$2.2M
VANGUARD STAR FDS4.03%$20.3M276,985$62.31$73.46+$4.1M
J P MORGAN EXCHANGE TRADED F3.84%$19.4M340,270$56.49$57.10+$2.2M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+1.6%
ELECTRONIC COMPUTERS
+1.5%
COMMODITY CONTRACTS BROKERS & DEALERS
+1.2%
SERVICES-PREPACKAGED SOFTWARE
+1.1%
RETAIL-BUILDING MATERIALS, HARDWARE, GARDEN SUPPLY
+0.6%