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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MomentumPathway alpha
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
About Kure Advisory, LLC
Income Planning Group (Kure Advisory, LLC) is a Plymouth, Minnesota wealth management firm focused on helping individuals and families build retirement income plans. The team delivers personalized financial planning and custom portfolios across a wide range of investments, and also provides tax preparation/advice plus estate planning support including probate and trust administration. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KAREN ELIZABETH STAY
Chief Investment Officer
- CRD
- #4869529
- Ownership
- Less than 5%
Kathleen Mary Wade
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Insight delta
Beacon beacon element
- CRD
- #17964
- Ownership
- 24.4%
Showing 2 of 3 owners & executives
Unlock allContacts
MICHAEL JOHN GRANBOIS
--
- CRD
- #3223559
JOSHUA J NOLBY
Investment Advisor Representative
- CRD
- #4997414
Beacon momentum
Prime value
- CRD
- #91978
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,971,021 | $261,587 |
| Non-Discretionary | $0 | -- |
| Total | $258,971,021 | $261,587 |
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Separately Managed Accounts
Total SMA Asset: $258,971,021
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $930,434,457 | 16.7% |
| Cash | $345,430,756 | 6.2% |
| Equity - Exchange | $1,064,149,588 | 19.1% |
| Corporate - Investment Grade | $1,075,292,516 | 19.3% |
| Equity - OTC | $300,859,046 | 5.4% |
| Municipal Bonds | $501,431,743 | 9.0% |
| Other | $679,718,585 | 12.2% |
| Other | $674,147,123 | 12.1% |
| Total | $5,571,463,814 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA PEAK | EMBER CREST | SCM9ZDBSY | BBK | 0.73% | $27,412,471 |
| FOUNDATION ZENITH CATALYST | SUMMIT VALUE | XAWITI32Y | YCAFO | 10.73% | $26,064,683 |
| PRIME TIMBER | VITAL VERTEX | ROJH5BWHR | WXIA | 5.68% | $63,465,407 |
| PEAK FOUNDATION VITAL | RADIAL DELTA | 3UEXL9EH9 | NNKFL | 6.46% | $94,791,426 |
| BEACON FOCUS MATRIX | VITAL RIDGE | QNCD41MWL | NLTF | 12.57% | $21,377,966 |
| LEGACY MATRIX | FOCUS DELTA | 37J4K714C | ZJYY | 7.83% | $64,143,761 |
| DELTA ZENITH EAGLE | FRONTIER PIONEER | W1AQ2L1EE | EFWTH | 3.67% | $46,359,522 |
| EMBER HARBOR MATRIX | FOCUS WAVE | HGT6G5W04 | ADA | 7.46% | $67,702,104 |