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KORHORN FINANCIAL GROUP
Legal name: KFG WEALTH MANAGEMENT, LLC
CRD 128606File 801-78914
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.15B
Above cohort median (national)
Discretionary AUM
$1.13B
Non-discretionary $23.5M
Clients
2,339
5,880 accounts
Employees
113
Top 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 2, 2014
- Principal office
- 6910 NORTH MAIN STREET, BUILDING 16, UNIT 41, GRANGER, IN, 46530-8855
- Phone
- 574-247-5898
- Website
- HTTPS://WWW.KORHORN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.15B
- Discretionary AUM
- $1.13B
- Non-discretionary AUM
- $23.5M
- Discretionary accounts
- 5,825
- Non-discretionary accounts
- 55
- Total accounts
- 5,880
- AUM per client
- $493K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $2.0M |
| Charitable organizations | 12 | $9.6M |
| High net worth individuals | 430 | $739.8M |
| Pension and profit sharing plans | 17 | $81.5M |
| Individuals (other than high net worth individuals) | 1,873 | $319.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 90 | 113 | increased by23 |
| Apr 1, 2026 | Clients | 2,241 | 2,339 | increased by98 |
| Apr 1, 2026 | AUM | $934,546,730 | $1,152,350,226 | increased by$217,803,496 |
| Apr 1, 2026 | Accounts | 5,478 | 5,880 | increased by402 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 90 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,825 | 2,241 | increased by416 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $653,310,594 | $934,546,730 | increased by$281,236,136 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,350 | 5,478 | increased by1,128 |
| Apr 1, 2022 | Employees | 35 | 45 | increased by10 |
| Apr 1, 2022 | Clients | 1,526 | 1,825 | increased by299 |
| Apr 1, 2022 | AUM | $513,578,296 | $653,310,594 | increased by$139,732,298 |
| Apr 1, 2022 | Accounts | 3,616 | 4,350 | increased by734 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KORHORN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KORHORN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.