SourcingSourcing

KURE ADVISORY, LLC

C48
CRD 311320·SEC 801-120058·PLYMOUTH, MN
AUM
$259.0M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$777K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KURE ADVISORY, LLC
CRD
311320
SEC file #
801-120058
EIN
854168178
DBA names
—

Economics

AUM
$259.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$266.0M → $259.0M▼ -3%
Client mix
Individuals Other313
Individuals High Net Worth84
Corporations2
Charitable Organizations1
Other1

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'21'26
1 advisors → 6 advisors▲ +500%
Primary office
PLYMOUTH MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
facebook.com/ipgllcmn(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INCOME PLANNING GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
INCOME PLANNING GROUP, LLC
STAY, KAREN, ELIZABETH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kure.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001986795
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2023-10-24
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
11
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0001754960-26-000266

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5234
Soi Zip Pct 200k Plus
0.3022
Soi Zip Returns 200k Plus
4,070
Soi Zip Total AGI
2,549,483
Fdic Zip Total Deposits
1,196,615,000
Fdic Zip Branch Count
77
Fdic Zip Top Banks
Anchor Bank National Association
Citizens Independent Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab7
E*trade4
Edgar Addresses
Mailing
15600 36TH AVENUE NORTH, SUITE 200PLYMOUTH, MN 55446
Business
15600 36TH AVENUE NORTH, SUITE 200PLYMOUTH, MN 55446
Edgar EIN
854168178
Edgar Recent Filings
13F-HR2026-04-17 · 0001754960-26-000266
13F-HR2026-01-08 · 0001754960-26-000014
Fdic Zip Branches Raw
First National Bank of WayzataPlymouth, MN
Anchor Bank National AssociationPlymouth, MN
Fdic Zip HHI
2492.1
Fdic Zip Top Bank Share Pct
32.17
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,943
Returns2,410
Stub 2
AGI56,208
Returns1,490
Stub 3
AGI87,804
Returns1,410
Soi Zip Total Business Income
55,977
Soi Zip Total Cap Gains
213,102
Soi Zip Total Dividends
62,060
Soi Zip Total Returns
13,470
Trust Company Affiliate
No

People (7)

7
Wade, Thomas, John
IAR · Executive Officer · 2.5%
4143118
STAY, KAREN, ELIZABETH
IAR · Executive Officer · 2.5%
4869529
Wade, Kathleen, Mary
Executive Officer · 2.5%
8041055
JOHN T WADE
IAR
7162924
Jack Waletich
IAR
7757725
MICHAEL JOHN GRANBOIS
IAR
3223559
JOSHUA J NOLBY
IAR
4997414