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KURE ADVISORY, LLC

PLYMOUTH, MN · CRD 311320 · IAPD ↗ · (763)559-9213

$259.0MRegulatory AUM
6Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
9States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — KURE ADVISORY, LLC notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — KURE ADVISORY, LLC reported RAUM up 36% ($190.7M -> $259.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
December 2025 — KURE ADVISORY, LLC now reports custody of client assets ($113.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
46
April 2025 — KURE ADVISORY, LLC notice-filed in CA, CO, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.