Curran Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$804,251,910
Total clients
369
46% high-net worth
Total advisors
3
of 12 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
123
Average account size
$2,179,544
About
Curran Wealth Management (CIM, LLC) serves individuals and families—including high-net-worth and qualified investors—along with pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and sponsors a proprietary wealth management wrap-fee program, while also facilitating implementation services that can include insurance and tax-preparation referrals through affiliated entities.
The firm’s investment process is a bottom-up, fundamental discipline that emphasizes long-term ownership of companies with consistent earnings growth, strong return on equity, low debt and resilient balance sheets, and it offers multiple strategies across market capitalizations as well as income- and growth-oriented composites. CIM, LLC manages both custodied and “held-away” retirement assets, utilizes order management systems for trade execution, and enters into negotiated performance-based fee arrangements for qualified clients while presenting performance in compliance with GIPS and SEC marketing rules.
Noteworthy for a team firm, CIM, LLC is affiliated with a FINRA-registered broker-dealer and with a separate tax-preparation entity, acts as a wrap-fee program sponsor, and explicitly uses performance-based fees for eligible clients—each of which the brochure discloses as potential conflicts of interest. The firm also discloses insurance product sales and provides regular performance reporting and compliance procedures intended to address conflicts arising from these affiliations and compensation sources.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically ranging from $500 to $10,000
Commissions received on sale of insurance products by CIM, LLC as a licensed insurance agency; employees may be compensated based on commissions
Financial planning hourly fees from $100 to $250 per hour
Performance-based fees charged only to qualified clients; fees are individually negotiated and in addition to asset-based fees
Account minimum: $100,000 for non-institutional clients; $3,000,000 for institutional clients Minimum fee: $2,500 minimum annual fee for non-institutional clients; $15,000 - $22,500 minimum annual fee for institutional clients, depending on strategy Fee-only: Financial planning fixed fees typically ranging from $500 to $10,000; hourly fees ranging from $100 to $250 per hour
Main office location
Curran Wealth Management
30 S. Pearl Street, 9 Th Floor
Albany NY 12207, United States
Number of offices
3
Most active in
Arizona · California · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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