Korhorn Financial Group

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.1B

98% of AUM

Avg account

$196K

Accounts

5,880

Employees

113

Advisory reps

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

FINTRX

Overview

Korhorn Financial Group is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses, and also works with institutional clients. The firm is registered with the SEC (registration year 2014) and describes itself as a capital allocator that can select other advisers on clients’ behalf. Its client-facing services include financial planning, discretionary portfolio management, selection of third‑party advisers, and educational seminars/workshops. Fee arrangements are flexible and include a percentage of AUM, hourly charges and fixed fees. The firm does not identify as an active ESG investor.