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CURRAN FINANCIAL PARTNERS, LLC

DANIEL ISLAND, SC · CRD 281943 · IAPD ↗ · (843) 300-1182

$749.4MRegulatory AUM
10Advisory reps
30Employees
0Clients
0Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — CURRAN FINANCIAL PARTNERS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — CURRAN FINANCIAL PARTNERS, LLC reported RAUM up 26% ($592.9M -> $749.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — CURRAN FINANCIAL PARTNERS, LLC notice-filed in OK, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — CURRAN FINANCIAL PARTNERS, LLC crossed $500M in regulatory AUM ($472.7M -> $592.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
September 2024 — CURRAN FINANCIAL PARTNERS, LLC moved its main office from CHARLESTON, SC to DANIEL ISLAND, SC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
68
June 2024 — CURRAN FINANCIAL PARTNERS, LLC now reports custody of client assets ($189.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
April 2024 — CURRAN FINANCIAL PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — CURRAN FINANCIAL PARTNERS, LLC reported RAUM up 48% ($319.1M -> $472.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.