Curran Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$766,826,211
Clients
369
Advisors
3
of 12 employees
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
30 S. Pearl Street, 9th Floor
Albany NY 12207
Advisors at this office
3
Most active in
Arizona · California · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Cim, LLC · Curran Investment Management · Curran Wealth Management
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.
Quick links
Advisors at this firm
Thomas C
Series 63, Series 65
Albany, NY
Curran Wealth Management
Thomas Curran is a financial advisor at Curran Wealth Management with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CIM, LLC and related entities since 2013. Outside of advisory work, Mr. Curran owns a tax services firm and manages several small business ventures, including a vehicle leasing company and investment in commercial real estate. Curran Wealth Management serves individuals and families, as well as pension plans, trusts, and charitable organizations, offering portfolio management, financial planning, and a proprietary wrap-fee program. The firm employs a bottom-up investment approach focused on companies with consistent earnings growth and strong financials, providing multiple strategies across various market capitalizations and client needs.
Derek G
CFP®, Series 66
Albany, NY
Curran Wealth Management
Derek Gray is a Certified Financial Planner™ (CFP®) with 21 years of industry experience. He currently works at Curran Wealth Management and has held roles at CIM, LLC and Goldman Sachs Wealth Services. Curran Wealth Management serves individuals, families, pension plans, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm employs a fundamental, bottom-up investment approach focused on long-term ownership of companies with strong financials and offers multiple strategies across market capitalizations and investment styles.
Kevin C
CFA®, Series 63, Series 65
Albany, NY
Curran Wealth Management
Kevin Curran is a CFA® charterholder with 26 years of experience in the financial services industry. He currently serves at Curran Wealth Management, where he has worked since 2013, alongside prior roles at Wells Fargo Clearing. Curran Wealth Management serves individuals and families, including high-net-worth and qualified investors, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental investment approach focusing on long-term ownership of companies with consistent earnings growth and strong financial metrics, offering multiple strategies across market capitalizations and investment objectives.
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