# Kure Advisory, LLC

> Kure Advisory, LLC is an SEC-registered investment advisory firm in Plymouth, MN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 311320
- Filed as: KURE ADVISORY, LLC
- Also doing business as: INCOME PLANNING GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plymouth, MN
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311320
- AdvisorCensus page: https://advisorcensus.com/firm/kure-advisory-llc-plymouth-mn-311320

## Quick answers

**How is Kure Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kure Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kure Advisory, LLC located?**
Kure Advisory, LLC's principal office is in Plymouth, MN, according to its Form ADV.

**Is Kure Advisory, LLC registered with the SEC or a state?**
Kure Advisory, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311320.

**How much does Kure Advisory, LLC manage?**
Kure Advisory, LLC reports $258,971,021 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Kure Advisory, LLC's assets and staff changed since 2021?**
In the Form ADV data for Kure Advisory, LLC: Regulatory assets under management: $100,300,000 in the October 2021 data and $258,971,021 in the October 2026 data, up 158%. Total employees: 1 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kure Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (313); high net worth individuals (84); corporations or other businesses not listed above (2).

**Which custodians does Kure Advisory, LLC use?**
Kure Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kure Advisory, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311320

**What changed in Kure Advisory, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $190,723,496 to $258,971,021 (+36%). Registered or notice-filed in WY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $258,971,021
- Discretionary: $258,971,021
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 313 | $92,108,455 |
| High net worth individuals | 84 | $165,851,491 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $99,897 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $911,078 |
| Other | 1 | $100 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, MN, ND, NY, TX, WY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311320

### Websites listed on Form ADV (Item 1.I)
- incomeplanninggroup.com
- Facebook @IPGLLCMN

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $100,300,000 | 1 | March 22, 2021 |
| October 2022 | $275,367,057 | 12 | March 30, 2022 |
| October 2023 | $240,789,953 | 10 | September 20, 2023 |
| October 2024 | $159,601,025 | 6 | September 30, 2024 |
| October 2025 | $190,723,496 | 5 | March 11, 2025 |
| October 2026 | $258,971,021 | 6 | March 11, 2026 |

Regulatory assets under management: $100,300,000 in the October 2021 data and $258,971,021 in the October 2026 data, up 158%.
Total employees: 1 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $190,723,496 to $258,971,021 (+36%).
- Registered or notice-filed in WY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kure Advisory, LLC (CRD 311320): Form ADV filing data as of October 2026.