KURE ADVISORY, LLC
Adviser information for KURE ADVISORY, LLC last updated from Form ADV on February 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 5 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 809 | $159.6M |
Non-Discretionary | 0 | $0 |
Total | 809 | $159.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 279 | $61.7M |
HNW Individuals | 63 | $97.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 1 | $126,478 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 1 | $454,446 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUMFixed fees |
Principal Office
15600 36TH AVENUE NORTHSUITE 200
PLYMOUTH
MN
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 763-412-3891, Fax: None
Chief Compliance Officer
NICOLE BAKER
15600 36TH AVENUE NORTH
SUITE 200
PLYMOUTH
MN
United States
Tel:
763-412-3891
N******@**********************M
(Full email address available in API data)
Industry Affiliates
FOUNDATIONAL INCOME ASSOCIATES LLC | Insurance company or agency |
INCOME PLANNING GROUP, LLC | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Wade, Thomas, John | Individual | – | CHIEF FINANCIAL OFFICER/CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER | 06/2021 | < 5% |
STAY, KAREN, ELIZABETH | Individual | – | CHIEF INVESTMENT OFFICER | 06/2021 | < 5% |
INCOME PLANNING GROUP, LLC | Domestic Entity | – | OWNER | 06/2021 | > 75% |
Wade, Thomas, John | Individual | INCOME PLANNING GROUP, LLC | SOLE MEMBER | 06/2021 | > 75% |
Baker, Nicole, Meehan | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
MEDTRONIC PLC | SHS | 736K | 9K | – |
ALPHABET INC | CAP STK CL A | 218K | 1K | – |
AMAZON COM INC | COM | 373K | 2K | – |
APPLE INC | COM | 954K | 5K | – |
AVIENT CORPORATION | COM | 213K | 5K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 546K | 1K | – |
COSTCO WHSL CORP NEW | COM | 335K | 394 | – |
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 19M | 517K | – |
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 18M | 593K | – |
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 5M | 208K | – |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 3M | 78K | – |
EXXON MOBIL CORP | COM | 336K | 3K | – |
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 496K | 11K | – |
ISHARES GOLD TR | ISHARES NEW | 5M | 106K | – |
ISHARES TR | RUS MID CAP ETF | 270K | 3K | – |
ISHARES TR | CORE S&P SCP ETF | 7M | 66K | – |
ISHARES TR | RESIDENTIAL MULT | 3M | 35K | – |
ISHARES TR | 0-5 YR TIPS ETF | 4M | 45K | – |
MICROSOFT CORP | COM | 756K | 2K | – |
NVIDIA CORPORATION | COM | 794K | 6K | – |
PHILLIPS EDISON & CO INC | COMMON STOCK | 280K | 9K | – |
PLBY GROUP INC | COM | 14K | 19K | – |
SPDR INDEX SHS FDS | MSCI ACWI EXUS | 440K | 16K | – |
SPDR SER TR | PORTFOLIO AGRGTE | 6M | 239K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 6M | 73K | – |
SCHWAB STRATEGIC TR | US TIPS ETF | 4M | 83K | – |
3M CO | COM | 253K | 2K | – |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 11M | 185K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 5M | 60K | – |
VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 6M | 84K | – |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 4M | 78K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 2M | 26K | – |
VANGUARD INDEX FDS | SML CP GRW ETF | 610K | 2K | – |
VANGUARD INDEX FDS | GROWTH ETF | 7M | 18K | – |
VANGUARD INDEX FDS | VALUE ETF | 215K | 1K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 395K | 1K | – |
XCEL ENERGY INC | COM | 211K | 4K | – |