KURE ADVISORY, LLC

Overview

Kure Advisory, LLC operates as an independent registered investment advisor that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm’s advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and selecting other advisers when clients require capabilities beyond the firm’s in-house offering. Fee arrangements include both AUM-based fees and fixed-fee engagements. Investment behavior shows a clear tilt toward public pooled vehicles: their most-used asset class is public funds and mutual funds. That orientation is reflected in their 13F and ADV disclosures, which show heavy ETF exposure and use of mutual funds as core building blocks. Kure Advisory does not describe itself as an active ESG investor and does not operate as a multi-state adviser in its filings. The firm also acts as an allocator into third-party alternative managers and uses annuities as part of its client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices