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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KURE ADVISORY, LLC

CRD 311320

PLYMOUTH, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:287af360-0334-d791-c3b6-e65302abc43e

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 10
On other graphs: 0
Observed: Nov 30, 2020 to Mar 11, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $259MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $259M
Private client RAUM: $258MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $43.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 990
Individual clients: 313
High net worth clients: 84
Custody, client assets: $113M
SEC number: 801-120058
CRD: 311320
Filings on the tape: 19
First filed: Nov 30, 2020
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Thomas John Wade	n/a	Plymouth, MN \| PLYMOUTH, MN	5	26	1	no
KAREN ELIZABETH STAY	n/a	Plymouth, MN \| PLYMOUTH, MN	5	22	1	no
JOSHUA J NOLBY	n/a	Plymouth, MN \| PLYMOUTH, MN	5	21	1	no
MICHAEL JOHN GRANBOIS	Certified Financial Planner	Plymouth, MN \| PLYMOUTH, MN	5	21	2	no
JOHN T WADE	n/a	PLYMOUTH, MN	3	12	n/a	no
Jack Waletich	Certified Financial Planner\|Personal Financial Specialist	PLYMOUTH, MN	0	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
INCOME PLANNING GROUP, LLC	Owner	E	yes	06/2021	Oct 13, 2021	Sep 30, 2024
STAY, KAREN, ELIZABETH	CHIEF INVESTMENT OFFICER	Na	yes	06/2021	Oct 13, 2021	Sep 30, 2024
Wade, Thomas, John	SOLE MEMBER	E	yes	06/2021	Oct 13, 2021	Sep 30, 2024
Wade, Thomas, John	CHIEF FINANCIAL OFFICER/CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER	Na	yes	06/2021	Oct 13, 2021	Sep 30, 2024
Baker, Nicole, Meehan	CHIEF COMPLIANCE OFFICER	Na	no	03/2023	Mar 16, 2023	Sep 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FOUNDATIONAL INCOME ASSOCIATES LLC	n/a	n/a	n/a	N	yes	n/a
INCOME PLANNING GROUP, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$259M	$259M	6	6	0	n/a	n/a
2024	Mar 11, 2025	$191M	$191M	5	5	0	n/a	n/a
2023	Feb 15, 2024	$160M	$160M	6	5	0	n/a	n/a
2022	Mar 16, 2023	$241M	$241M	9	5	3	n/a	n/a
2021	Mar 30, 2022	$275M	$275M	12	6	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$259M	$191M	35.8%	$241M	2.5%	6	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CG ADVISORY SERVICES	2	Jul 9, 2022	Jun 18, 2021	WILLIAMSTON, MI	Team lift out	RIA to RIA	3.2%
CG ADVISORY SERVICES	2	Jul 8, 2022	Jun 25, 2021	PLYMOUTH, MN	Team lift out	RIA to RIA	3.1%

Relationships

Registered with (8)

← Jack WaletichAdvisorregistration: current employment
Oct 29, 2025 to presentfactForm ADV
← JOHN T WADEAdvisorregistration: current employment
Jun 15, 2023 to presentfactForm ADV
← MICHAEL JOHN GRANBOISAdvisorregistration: current employment
Jun 25, 2021 to presentfactForm ADV
← Thomas John WadeAdvisorregistration: current employment
Jun 18, 2021 to presentfactForm ADV
← KAREN ELIZABETH STAYAdvisorregistration: current employment
Jun 18, 2021 to presentfactForm ADV
← JOSHUA J NOLBYAdvisorregistration: current employment
Jun 18, 2021 to presentfactForm ADV
← RYAN RICHARD POTERACKAdvisorregistration: previous registration
Feb 3, 2021 to Nov 1, 2023factForm ADV
← TIMOTHY ROY LOVINGAdvisorregistration: previous registration
May 18, 2021 to Oct 13, 2022factForm ADV

Controls (3)

← Wade, Thomas, JohnOwnerSOLE MEMBER, ownership code E, individual
Oct 13, 2021 to Sep 30, 2024factForm ADV
← STAY, KAREN, ELIZABETHOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Oct 13, 2021 to Sep 30, 2024factForm ADV
← INCOME PLANNING GROUP, LLCOwnerOWNER, ownership code E, domestic entity
Oct 13, 2021 to Sep 30, 2024factForm ADV

Owns (1)

← Baker, Nicole, MeehanOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 16, 2023 to Sep 30, 2024factForm ADV

Moved with (1)

← CG ADVISORY SERVICESRegistered adviser2 advisors, team lift out
Jul 8, 2022 to Jun 25, 2021factForm ADV

Dated events

Occurred
Nov 3, 2023
Control person left
Richard Ryan Poterack (Chief Executive Officer / Chief Operating Officer) no longer on Schedule A of Kure Advisory, Llc (listed 2023-09-20, absent 2023-11-03)
Form ADVobserved 5 days ago
Occurred
Nov 1, 2023
Advisor changed firm
Ryan Richard Poterack left Kure Advisory, Llc for Private Advisor Group, Llc (registered 2023-11-28)
Form ADVobserved 5 days ago
Occurred
Oct 13, 2022
Advisor changed firm
Timothy Roy Loving left Kure Advisory, Llc for Cg Advisory Services (registered 2022-10-03)
Form ADVobserved 5 days ago
Occurred
Jul 9, 2022
Team lift-out
2 advisors left CG Advisory Services (Williamston, MI) for Kure Advisory, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 8, 2022
Team lift-out
2 advisors left CG Advisory Services (Plymouth, MN) for Kure Advisory, LLC a day apart
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 13, 2021
Regulatory AUM changed
Kure Advisory, Llc reported RAUM $266.0M, up 165% from $100.3M (2021-03-22 to 2021-10-13)
Form ADVobserved 5 days ago
$166M
Occurred
Oct 13, 2021
Control person joined
Elizabeth Karen Stay (Chief Investment Officer) appeared on Schedule A of Kure Advisory, Llc
Form ADVobserved 5 days ago
Occurred
Oct 13, 2021
Control person joined
John Thomas Wade (Chief Financial Officer) appeared on Schedule A of Kure Advisory, Llc
Form ADVobserved 5 days ago
Occurred
Mar 19, 2021
Regulatory AUM changed
Kure Advisory, Llc reported RAUM $100.3M, down 90% from $1.0B (2021-03-19 to 2021-03-19)
Form ADVobserved 5 days ago
$-903M
Occurred
Nov 30, 2020
First Form ADV filing
Kure Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:287af360-0334-d791-c3b6-e65302abc43e
First observed: Nov 30, 2020
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KURE ADVISORY, LLC

CRD 311320

PLYMOUTH, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:287af360-0334-d791-c3b6-e65302abc43e

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Thomas John Wade

n/a

Plymouth, MN | PLYMOUTH, MN

KAREN ELIZABETH STAY

n/a

Plymouth, MN | PLYMOUTH, MN

JOSHUA J NOLBY

n/a

Plymouth, MN | PLYMOUTH, MN

MICHAEL JOHN GRANBOIS

Certified Financial Planner

Plymouth, MN | PLYMOUTH, MN

JOHN T WADE

n/a

PLYMOUTH, MN

n/a

Jack Waletich

Certified Financial Planner|Personal Financial Specialist

PLYMOUTH, MN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

INCOME PLANNING GROUP, LLC

Owner

yes

06/2021

Oct 13, 2021

Sep 30, 2024

STAY, KAREN, ELIZABETH

CHIEF INVESTMENT OFFICER

yes

06/2021

Oct 13, 2021

Sep 30, 2024

Wade, Thomas, John

SOLE MEMBER

yes

06/2021

Oct 13, 2021

Sep 30, 2024

Wade, Thomas, John

CHIEF FINANCIAL OFFICER/CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER

yes

06/2021

Oct 13, 2021

Sep 30, 2024

Baker, Nicole, Meehan

CHIEF COMPLIANCE OFFICER

03/2023

Mar 16, 2023

Sep 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FOUNDATIONAL INCOME ASSOCIATES LLC

n/a

yes

n/a

INCOME PLANNING GROUP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$259M

n/a

2024

Mar 11, 2025

$191M

n/a

2023

Feb 15, 2024

$160M

n/a

2022

Mar 16, 2023

$241M

n/a

2021

Mar 30, 2022

$275M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$259M

$191M

35.8%

$241M

2.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CG ADVISORY SERVICES

Jul 9, 2022

Jun 18, 2021

WILLIAMSTON, MI

Team lift out

RIA to RIA

3.2%

CG ADVISORY SERVICES

Jul 8, 2022

Jun 25, 2021

PLYMOUTH, MN

Team lift out

RIA to RIA

3.1%