C
Curtin Financial Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$73,907,852
Total clients
25
80% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$2,956,314
About
Curtin Financial Management, Inc. is a state-registered, independently owned advisory firm that provides discretionary portfolio management to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals. The firm manages roughly $73.9 million across about 25 client accounts and implements portfolios primarily through mutual funds and exchange‑traded funds.
The firm’s investment process is grounded in modern portfolio theory and explicitly incorporates academic research (including Fama‑French insights) to structure equity allocations by value/growth and by size across domestic, international and emerging markets. Portfolio construction emphasizes broad diversification, a tilt toward high‑credit‑quality fixed‑income exposure, and the use of both fundamental and technical analysis, with strategies that include long‑ and short‑term purchases as appropriate.
Noteworthy aspects include a small number of client relationships relative to assets under management and a single investment professional who is solely responsible for advisory decisions, and the firm’s recent decision to discontinue offering financial planning and consulting services. The firm operates on an institutional custody platform relationship that provides technology and support benefits and does not vote client proxies, leaving proxy decisions to clients.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Fee options
$0 - $250,000: 1.00% $250,001 - $1,000,000: 0.60% $1,000,001 - $5,000,000: 0.40% $5,000,001+: 0.30%
Account minimum: $1,000,000
Main office location
Curtin Financial Management, Inc.
Tuftonboro NH, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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