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Kurtin Financial Advisers, LLC (Dallas)


Kurtin Financial Advisers, LLC is an adviser based in Dallas. It manages $77.19 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.




Kurtin Financial Advisers provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kurtin Financial Advisers: assets under management

The assets under management (AUM) of Kurtin Financial Advisers, LLC is $77.19 million. The firm's AUM has grown by 72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $58.55 million in discretionary accounts and $18.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.11 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kurtin Financial Advisers, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Kurtin Financial Advisers, LLC performs its advisory services is located at 4233 Colgate Avenue, Dallas, TX 75225, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-891-0399 or by fax 214-891-9399. The normal business hours are 8:30 am 3:30 pm on Monday - Friday.


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