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Brian Curruthers & Associates (Costa Mesa)


Brian Curruthers & Associates is a large advisory firm based in Costa Mesa. It manages $30 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Brian Curruthers & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brian Curruthers & Associates: assets under management

The assets under management (AUM) of Brian Curruthers & Associates is $30 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $375 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brian Curruthers & Associates for their services and products based on a percentage of assets under management. 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 Costa Mesa

The principal office where Brian Curruthers & Associates performs its advisory services is located at 3100 Bristol Street, Costa Mesa, CA 92626, 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 714-438-7280 or by fax 714-438-7285. The normal business hours are by appointment on Monday - Friday.


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