# KURTIN FINANCIAL ADVISERS, LLC

KURTIN FINANCIAL ADVISERS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 115418
- Type: SEC-registered investment adviser
- SEC file number: 801-123750
- Phone: 214-891-0399
- Latest filing: 2026-03-06
- Regulatory AUM: $128.5M
- Discretionary AUM: $128.5M
- Clients: 1
- Accounts: 27

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Kathy Kurtin Stewart | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| STEWART KATHY KURTIN | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115418/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115418/similar
- Related entities: https://search.stillhousedata.com/firm/115418/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115418

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.