Kure Advisory, LLC

Registered investment adviser · Plymouth, MN · CRD #311320

Form ADV data as of 2026-09-01

Regulatory assets

$259.0 million

Total accounts

990

Employees

Disclosure events

Firm details

Website: https://www.facebook.com/ipgllcmn
Telephone: (763)559-9213
SEC file number: 801-120058
Most recent Form ADV filing: 2026-03-11
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$259.0 million
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$259.0 million
Discretionary accounts	990
Non-discretionary accounts	0
Total accounts	990
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	6
Employees performing investment advisory functions (including research)	6
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	6
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	6
Firms or persons who solicit advisory clients on the firm's behalf	1

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$113.3 million
Clients for whom the firm has custody	176
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)

Affiliated related persons

Accountant or accounting firmLawyer or law firm

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	313	$92.1 million
High net worth individuals	84	$165.9 million
Charitable organizations	1	$99,897
Corporations or other businesses not listed above	2	$911,078
Other	1	$100