Kornitzer Capital Management, Inc.

RIASEC RegisteredEst. 1989
Total AUM
$6.5B
Discretionary
$6.4B
98% of AUM
Avg account
$1.3M
Accounts
5,080
Employees
41
Advisory reps
15

Firm details

Headquarters
Mission, Kansas
CRD number
111087
Registered since
August 4, 1989
Website
kornitzercapitalmanagement.com
Custodians
GREAT PLAINS TRUST COMPANY
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies50.78%
  • HNWI43.86%
  • Individuals1.87%
  • Pension & Profit Sharing Plans1.35%
  • Charitable Organizations1.16%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kornitzer Capital Management, Inc. is a corporation operating as an institutional registered investment adviser since 1989. The firm is owner-operated and positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its fee model combines a percentage of assets under management with fixed-fee arrangements. Advisory services focus on discretionary portfolio management across client types: individuals and small businesses, investment companies, and businesses or institutions. The firm reports an affiliation with a trust company and does not identify as an active ESG investor or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 10%, US Government Bonds 3%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents10%
  • US Government Bonds3%
  • Investment Grade Corp Bonds1%
  • Public Funds/Mutual Funds1%

Owners & executives

3 of 3
  • Barry Koster

    Barry Koster

    Chief Financial OfficerCRD 4903981

  • Joseph Neuberger

    Joseph Neuberger

    President and CEOCRD 6584469

  • William Coats

    William Coats

    Chief Compliance OfficerCRD 6500371

Contacts

3 of 12
  • Christopher Crawford

    Christopher Crawford

    Head of Sales and MarketingCRD 6307097

  • Nicole Kornitzer

    Portfolio ManagerCRD 8123679

  • Kent Gasaway

    Kent Gasaway

    Portfolio ManagerCRD 2282800

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 12

Active vs passive

$17.4M in ETFs

Passive

100%

$17.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$4.6M6,71426.45%
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Location

Primary office

Mission, KS

Johnson

Location

Mission, KS

Headquartered in Mission, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
5420 W 61st Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth