RIA Intel›Advisers›Minnesota›KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC

KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC

Advisory

EDINA, MN

Data as of Jul 2, 2026 · Source: SEC Form ADV

Average account

$1M

across 28 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 2, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

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R.M. SHANNON WEALTH MANAGEMENT, LLC

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MINNEAPOLIS, MN

$31M

AZURE WEALTH MANAGEMENT, LLC

$31M

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