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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 401 | 400 | decreased by1 |
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 357 | 401 | increased by44 |
| Apr 1, 2026 | AUM | $190,723,496 | $258,971,021 | increased by$68,247,525 |
| Apr 1, 2026 | Accounts | 867 | 990 | increased by123 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 5 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 682 | 357 | decreased by325 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $275,367,057 | $190,723,496 | decreased by$84,643,561 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,700 | 867 | decreased by833 |
| Apr 1, 2022 | Clients | 507 | 682 | increased by175 |
| Apr 1, 2022 | AUM | $266,000,000 | $275,367,057 | increased by$9,367,057 |
| Apr 1, 2022 | Accounts | 1,650 | 1,700 | increased by50 |
| Nov 1, 2021 | Employees | 1 | 12 | increased by11 |
| Nov 1, 2021 | Disclosures | No | Yes |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KURE ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KURE ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
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.