CURAFIN ADVISORS
SEC Registeredsuccessfully managing company-sponsored retirement plans
About the firm
CuraFin Advisors provides fiduciary and ERISA services for company-sponsored retirement plans, serving as an ERISA 3(38) Discretionary Investment Manager and single point of contact for retirement plan needs. The name CuraFin derives from the Latin "cura" meaning "with care" and "fin" short for finances.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary services as an ERISA 3(38) Discretionary Investment Manager, ERISA retirement plan services with a single point of contact, and employee services including smart-phone enrollment, GAP analysis, and on-demand video support.
Who they serve
Employers and employees with company-sponsored retirement plans
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 15 | $305M |
| Charitable Organizations | 96 | $443M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CURAFIN ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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