Russell D. Renfrow

CURRAN FINANCIAL PARTNERS

DANIEL ISLAND, SC 29492

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CRD#: 6634514

Professional summary

Russell Douglas Renfrow, who also goes by Russell Renfrow, Rusty Renfrow, is a registered financial advisor currently at CURRAN FINANCIAL PARTNERS, LLC located in Daniel Island, South Carolina.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Russell has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Russell Renfrow | Rusty Renfrow

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Owner of Residential Real Estate Rental, No business is conducted during trading hours. Owner/Manager of Fe2O3 Petroleum, LLC holding oil and gas mineral, royalty and working interests that are bought, sold, leased. Little to no business conducted during trading hours. Tax Preparation at Block Advisors (wholly owned Subsidiary of H&R Block)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Douglas Renfrow's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 8, 2025 - Present

CURRAN FINANCIAL PARTNERS, LLC

Office #1: 115 River Landing Dr Suite 200, Daniel Island, SC 29492

RIA

CRD#: 281943

DANIEL ISLAND, SC

Past

April 5, 2023 - November 6, 2023

ODINGARD CAPITAL MANAGEMENT

RIA

CRD#: 297861

TULSA, OK

Past

September 2, 2020 - July 13, 2021

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

TULSA, OK

Past

May 18, 2018 - September 24, 2018

CAPSTONE PARTNERS

CRD#: 132185

BOSTON, MA

Past

July 26, 2016 - October 21, 2016

MORGAN STANLEY

RIA

CRD#: 149777

TULSA, OK

Past

May 26, 2016 - October 21, 2016

MORGAN STANLEY

CRD#: 149777

TULSA, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CURRAN FINANCIAL PARTNERS, LLC

CURRAN FINANCIAL PARTNERS, LLC | MOUNTAIN LAUREL INVESTMENT GROUP, LLC

CRD#: 281943 / SEC#: 801-119322

RIA

Registered Investment Advisory firm - (8/20/2020 Approved)

Georgia

Registered Investment Advisory firm - (11/2/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (8/31/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (8/29/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(10/8/2025)

IAR

South Carolina
(10/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/3/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/26/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/24/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/2016

General Securities Representative Examination

Current Firm

CURRAN FINANCIAL PARTNERS, LLC

CURRAN FINANCIAL PARTNERS, LLC | MOUNTAIN LAUREL INVESTMENT GROUP, LLC

CRD#: 281943 / SEC#: 801-119322

RIA

Registered Investment Advisory firm - (8/20/2020 Approved)

Georgia

Registered Investment Advisory firm - (11/2/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (8/31/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (8/29/2020 Terminated)

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Contact information

Main Address

115 River Landing Dr Suite 200, Daniel Island, SC 29492

Mailing Address

Phone number

(843) 300-1182

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	3,590
AUM (Assets Under Management)	$ 592,868,740

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Russell D. Renfrow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Douglas Renfrow's CRS (Customer Relationship Summary).

Certified licenses

Experience

ODINGARD CAPITAL MANAGEMENT

FARMERS FINANCIAL SOLUTIONS, LLC

CAPSTONE PARTNERS

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

CURRAN FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2023

Series 66

Date: 7/26/2016

SIE

Date: 9/24/2018

Series 7

Date: 5/26/2016

Current Firm

CURRAN FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CURRAN FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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