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| Korving & Company LLC
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|
|---|---|
| CRD # | 152095 |
| SEC # | 801-120828 |
| CIK # | |
| AUM | $137.5 M (2026-03-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 757-638-5490 |
| Address | 1510 Breezeport Way Suffolk, VA 23435-3758 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 247 | 52.2 |
| (b) Individuals (high net worth individuals) | 31 | 82.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 1.8 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 691 | 137.5 |
| By Discretionary | ||
| Discretionary | 679 | 134.6 |
| Non-Discretionary | 12 | 2.9 |
| Total | 691 | 137.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.5 | |
| Total | 691 | 137.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Calamita Wealth Management Inc
✚
|
NC | 0.1 |
|
Landolt Securities Inc
✚
|
IL | 0.1 |
|
Ashbay Capital LLC
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|
NY | 0.1 |
|
FIEN Capital Management LLC
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|
NY | 0.1 |
|
Golden Wealth Management LLC
✚
|
PA | 0.1 |
|
Vision Investment Advisors LLC
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|
CT | 0.1 |
|
Keystone Wealth Management Inc
✚
|
IA | 0.1 |
|
Global Brokerage Services Inc
✚
|
MD | 0.1 |
|
Jaras Financial Services Inc
✚
|
0.1 | |
|
Directional Asset Management LLC
✚
|
IL | 0.1 |