J W KORTH & COMPANY

Legal name: J.W. KORTH & COMPANY, LIMITED PARTNERSHIP

CRD 26455File 801-85185

APPROVED

Retail clients

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$228.7M

Below cohort median (national)

Discretionary AUM

$36.7M

Non-discretionary $192.0M

Clients

14 accounts

Employees

Below cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: CHRO
Registration date: Mar 13, 2015
Principal office: 6500 CENTURION DRIVE, SUITE 250, LANSING, MI, 48917
Phone: 800-454-1628 OPTION#1
Website: https://kdmfinancial.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $228.7M
Discretionary AUM: $36.7M
Non-discretionary AUM: $192.0M
Discretionary accounts: 7
Non-discretionary accounts: 7
Total accounts: 14
AUM per client: $19.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$198.9M
High net worth individuals	4	$7.4M
Pooled investment vehicles	1	$22.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Commissions
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
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

Q11
Q11C2
Q11C4
Q11C5
Q11D2
Q11D5
Q11E2
Q11H1B

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.