Overview
Assets Under Management: $138 million
Headquarters: SUFFOLK, VA
High-Net-Worth Clients: 31
Average Client Assets: $2.7 million
Frequently Asked Questions
KORVING & COMPANY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152095), KORVING & COMPANY LLC is subject to fiduciary duty under federal law.
KORVING & COMPANY LLC is headquartered in SUFFOLK, VA.
KORVING & COMPANY LLC serves 31 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, KORVING & COMPANY LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
KORVING & COMPANY LLC manages $138 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, KORVING & COMPANY LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.31%
Average Client Assets: $2.7 million
Total Client Accounts: 691
Discretionary Accounts: 679
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 152095
Filing ID: 2054421
Last Filing Date: 2026-03-20 13:22:50