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KURE ADVISORY, LLC
CRD 311320File 801-120058
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$259.0M
Below cohort median (national)
Discretionary AUM
$259.0M
Clients
400
990 accounts
Employees
6
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 2021
- Principal office
- 15600 36TH AVENUE NORTH, SUITE 200, PLYMOUTH, MN, 55446
- Phone
- (763)559-9213
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $259.0M
- Discretionary AUM
- $259.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 990
- Non-discretionary accounts
- 0
- Total accounts
- 990
- AUM per client
- $647K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $911K |
| Charitable organizations | 1 | $100K |
| High net worth individuals | 84 | $165.9M |
| Individuals (other than high net worth individuals) | 313 | $92.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 401 | 400 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.