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 first registered with the SEC in 2014. The firm operates as a capital allocator for both individual/family and institutional clients and is owned by a combination of a domestic entity and an individual. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm’s advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Korhorn Financial Group lists affiliations with an accountant and an insurance company and does not designate itself 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 11
Rachel Sarber-Fritschi
Financial Planning CoordinatorCRD 7547372
Regan Ramirez
CoordinatorCRD 8053914
Andrew Mazelin
Financial Planning CoordinatorCRD 8208977
Contacts
3 of 37
Casey 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 154Active vs passive
$838M in ETFs
12%
$104M
76%
$734M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED LARGE CAP CORE ETF (FELC) | Fidelity | Active | Large Blend | $146M | 3,484,948 | 17.44% |
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