KORVING & COMPANY LLC

CRD 152095File 801-120828

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$137.5M

Bottom 25% of cohort (national)

Discretionary AUM

$134.6M

Non-discretionary $2.9M

Clients

283

691 accounts

Employees

Bottom 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Apr 22, 2021
Principal office: 1510 BREEZEPORT WAY, SUITE 800, SUFFOLK, VA, 23435-3758
Phone: 757-638-5490
Website: HTTPS://X.COM/KORVINGCO

Assets & accounts

ADV Item 5F

Total regulatory AUM: $137.5M
Discretionary AUM: $134.6M
Non-discretionary AUM: $2.9M
Discretionary accounts: 679
Non-discretionary accounts: 12
Total accounts: 691
AUM per client: $486K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$641K
High net worth individuals	31	$82.9M
Pension and profit sharing plans	5	$1.8M
Individuals (other than high net worth individuals)	247	$52.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.