KORHORN FINANCIAL GROUP
Firm details
- Headquarters
- Granger, Indiana
- CRD number
- 128606
- Registered since
- January 2, 2014
- Website
- www.korhorn.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.2%
- Individuals27.73%
- Pension & Profit Sharing Plans7.07%
- Charitable Organizations0.83%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Korhorn Financial Group is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves both individual/family clients and institutional accounts, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops. It acts as a capital allocator and charges clients using a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Korhorn does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Cash & Cash Equivalents14%
- Exchange Traded Equities8%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 10THOMAS FAUTZ
Financial Planning CoordinatorCRD 6549869
Rachel Sarber-Fritschi
Financial Planning CoordinatorCRD 7547372
Regan Ramirez
CoordinatorCRD 8053914
Contacts
3 of 37Casey Meuzelaar
Implementation OfficerCRD 8182604
Bradley Simich
Financial PlannerCRD 6930673
Anthony Navarro
Founder & Principal AdvisorCRD 7078168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 141Active vs passive
$729M in ETFs
12%
$86.8M
76%
$642M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED LARGE CAP CORE ETF (FELC) | Fidelity | Active | Large Blend | $120M | 3,304,054 | 16.43% |
Location
Granger, IN
ST JOSEPH
Location
Granger, IN
Headquartered in Granger, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- ST JOSEPH
- Address
- 6910 N Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
INTEGRITY WEALTH ADVISORS
RIAGranger, IN
COREVISION FINANCIAL GROUP
RIASHELBYVILLE, IN
FI3 FINANCIAL ADVISORS, LLC
RIAINDIANAPOLIS, IN
DEERFIELD
RIAINDIANAPOLIS, IN
CENTERFIELD CAPITAL PARTNERS
RIAINDIANAPOLIS, IN
VESTIA PERSONAL WEALTH ADVISORS
RIAFORT WAYNE, IN