KORVING & COMPANY LLC

RIASEC RegisteredEst. 2021

Total AUM

$138M

Discretionary

$135M

98% of AUM

Avg account

$199K

Accounts

691

Employees

Advisory reps

Firm details

Headquarters: SUFFOLK, Virginia
CRD number: 152095
Registered since: April 22, 2021
Website: korvingco.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.31%
Individuals37.95%
Pension & Profit Sharing Plans1.28%
Charitable Organizations0.47%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Korving & Company LLC is an independent registered investment adviser that acts as a capital allocator for both individual and institutional clients. The firm, SEC-registered in 2021 and organized as a limited liability company with individual ownership, provides financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection of other advisers. Its fee model includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements, allowing flexibility across client engagements. Investment activity is tilted toward pooled public vehicles: mutual funds and other public funds represent the single largest asset class on the books. The firm reports it is not an active ESG investor and is not registered as a multi-state adviser. Korving & Company has been recognized by industry media, receiving a Top RIA Firms mention in FA Magazine in 2020.