{"url":"https://nivawealth.com/firms/kure-advisory-311320","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/311320","regulatoryAum":258971021,"crd":"311320","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3223559","suffix":null,"lastName":"GRANBOIS","firstName":"MICHAEL","middleName":"JOHN"},{"crd":"4997414","suffix":null,"lastName":"NOLBY","firstName":"JOSHUA","middleName":"J"},{"crd":"4869529","suffix":null,"lastName":"STAY","firstName":"KAREN","middleName":"ELIZABETH"},{"crd":"7162924","suffix":null,"lastName":"WADE","firstName":"JOHN","middleName":"T"},{"crd":"4143118","suffix":null,"lastName":"Wade","firstName":"Thomas","middleName":"John"},{"crd":"7757725","suffix":null,"lastName":"Waletich","firstName":"Jack","middleName":null}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-22","regulatoryAum":100300000,"clients":224,"employees":1,"offices":4},{"filedOn":"2022-03-30","regulatoryAum":275367057,"clients":682,"employees":12,"offices":7},{"filedOn":"2023-04-25","regulatoryAum":240789953,"clients":579,"employees":9,"offices":4},{"filedOn":"2024-06-12","regulatoryAum":159601025,"clients":344,"employees":6,"offices":1},{"filedOn":"2025-03-11","regulatoryAum":190723496,"clients":357,"employees":5,"offices":1},{"filedOn":"2026-03-11","regulatoryAum":258971021,"clients":401,"employees":6,"offices":1}],"secFileNumber":"801-120058","legalName":"Kure 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They include 313 individual clients, 84 high-net-worth individuals, and 2 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kure Advisory offer?","answer":"Kure Advisory provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kure Advisory charge?","answer":"Kure Advisory charges 0.50%–1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE FOR KURE ADVISORY, LLC, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kure Advisory use?","answer":"Kure Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $259M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kure Advisory have?","answer":"Kure Advisory has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kure Advisory invest in?","answer":"At the end of its last fiscal year, Kure Advisory’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents, 12% exchange-traded equities, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Variable Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kure Advisory?","answer":"Kure Advisory is owned through a holding company by Thomas Wade. Its direct owner is Income Planning Group, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kure Advisory get paid?","answer":"Kure Advisory is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}