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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 Oct 1, 2026
Regulatory AUM
$228.7M
Below cohort median (national)
Discretionary AUM
$36.7M
Non-discretionary $192.0M
Clients
12
14 accounts
Employees
20
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://WWW.JWKORTH.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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $225,625,781 | $228,688,211 | increased by$3,062,430 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 20 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $214,173,987 | $225,625,781 | increased by$11,451,794 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 14 | increased by1 |
| Apr 1, 2022 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2022 | Clients | 12 | 11 | decreased by1 |
| Apr 1, 2022 | AUM | $193,989,170 | $214,173,987 | increased by$20,184,817 |
| Apr 1, 2022 | Accounts | 16 | 13 | decreased by3 |
| 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 “KORTH COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KORTH COMPANY” 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.