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| Keyboard |
| Kurtin Financial Advisers LLC
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|---|---|
| CRD # | 115418 |
| SEC # | 801-123750 |
| CIK # | 0000006282 |
| AUM | 128.5 M (2026-03-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 214-891-0399 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.0 |
| (b) Individuals (high net worth individuals) | 22 | 116.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 10.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 128.5 |
| By Discretionary | ||
| Discretionary | 27 | 128.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27 | 128.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.5 | |
| Total | 27 | 128.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
HOLM & Cawley Financial Group LLC
✚
|
NV | 128.8 M |
|
Prospettiva Financial LLC
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|
Catum Advisory Group LLC
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CT | 128.6 M |
|
Stephen Craig Schulmerich
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128.5 M | |
|
Pelican Investment Advisors LLC
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LA | 128.5 M |
|
BHK Securities LLC
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AL | 128.4 M |
|
Mullins Investment Services LLC
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VA | 128.4 M |
|
Octant Quantitative Investment Management LLC
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|
UT | 128.2 M |
|
Bright Advisors LLC
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|
CO | 128.2 M |
|
Networth Financial Services LLC
✚
|
GA | 128.1 M |