# McCurdy Financial Solutions

McCurdy Financial Solutions is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://mccurdysolutions.com/

## Regulatory record

- **CRD number:** 328206
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328206

## About

MCCURDY FINANCIAL SOLUTIONS is a state-registered investment adviser in ROCKLIN, CA. The firm manages approximately $27 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is McCurdy Financial Solutions' known investment focus?

No investment focus—by asset class, sector, stage, or geography—is publicly documented. The firm does not publish a strategy statement, has no known portfolio company disclosures, and does not appear in transaction databases tied to venture capital, private equity, or real estate deals. Without a 13F filing or equivalent, the portfolio composition remains entirely private.

### Where is McCurdy Financial Solutions headquartered?

The firm's headquarters location is not publicly disclosed. Standard business registries and public filings do not yield a verifiable address for the entity, and no office location is advertised. This is not uncommon for family offices that operate from a principal's personal office or a professional-services provider's address without publicizing it.

### Who is the principal behind McCurdy Financial Solutions?

No principal is named in any public record tied directly to the entity. The individual or family associated with McCurdy Financial Solutions has not been identified in business registries, press reports, or transaction records. For family offices of this profile, principals often use layered corporate structures specifically to maintain anonymity.

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Last updated: 2026-08-10T23:49:37.812Z

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