P.R. Curtman Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,569,253
Clients
34
Advisors
1
of 1 employees
About
P.R. Curtman Investments LLC is a state‑registered, single‑advisor independent advisory firm managing approximately $15.7 million for roughly 34 clients. The firm provides individualized investment management, ongoing comprehensive financial planning, project‑based planning, and business and retirement planning for individuals, high‑net‑worth clients, corporations, and charitable organizations.
The firm develops tailored investment policies and asset‑allocation targets through personal consultations and supervises discretionary accounts with quarterly reviews; its investment process references fundamental, technical, cyclical analysis and Modern Portfolio Theory. Financial planning services are delivered as written or electronic reports with annual reviews and ongoing monitoring across areas such as cash flow, college savings, tax strategies, insurance, and estate planning.
PRCI offers paid financial literacy and educational content via a subscription newsletter and makes a third‑party estate‑planning platform available to clients, services the firm treats as separate from its personalized advisory work. The firm’s client list explicitly includes charitable organizations and emphasizes educational outreach within its planning services, a combination that is less common among solo independent advisers.
Client services
Expertise
Occupation focus
Fee options
$50 to $5,000 (fixed fee for project-based financial planning)
1.50% annually
$10/month for newsletter subscription
Main office
Milton FL
Advisors at this office
1
Most active in
Florida · Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not 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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")