Wealth manager, independent · Granger, IN
Korhorn Financial Group
KFG Wealth Management, LLC · SEC-registered investment adviser · CRD 128606 · SEC 801-78914
At a glance
Korhorn Financial Group is an SEC-registered investment adviser based in Granger, Indiana, with $1.2B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 2,303 individual clients, 430 of them high-net-worth, holding an average of about $0.5 million each, and 113 employees. That ranks it 957th among the nation’s 5,657 independent wealth management RIAs and 17th of 88 in Indiana. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 574-247-5898korhorn.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #957 of 5,657
- Rank among all SEC RIAs
- #4,962 of 17,210
- Rank in Indiana
- #17 of 88
- Individual clients
- 2,303
- High-net-worth clients
- 430
- Accounts
- 5,880
- Discretionary
- 98% of AUM
- Employees
- 113
- Advisory staff
- 42
- Offices
- 5
Owners and executives on its Form ADV
- Kevin S. KorhornPresident, Chief Compliance Officer
- Joshua D. GregoryVice President, Treasurer
- Michael P. BernardVice President, Secretary
Custody and brokerage
Broker-dealer
Hybrid RIA
Korhorn Financial Group is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Silver Oak Securities as the broker-dealer its advisers are registered with.
Certain of KFG’s representatives are registered representatives of Silver Oak Securities.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 430 | $740M | 64% |
| Individuals | 1,873 | $320M | 28% |
| Pension and profit sharing plans | 17 | $82M | 7% |
| Charitable organizations | 12 | $10M | <1% |
| Corporations or other businesses | 7 | $2M | <1% |
Disciplinary disclosures
Korhorn Financial Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗korhorn.com ↗
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The full record on Korhorn Financial Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,167 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Indiana
All of Indiana →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Pettinga Financial Advisors, LLCEvansville | $1.3B | 668 |
| DeerfieldIndianapolis | $1.2B | 310 |
| Corevision Financial GroupShelbyville | $1.2B | 1,290 |
| Fi3 Financial Advisors, LLCIndianapolis | $1.1B | 246 |
| Vestia Personal Wealth AdvisorsFort Wayne | $1.1B | 3,970 |
Background
Questions
How much does Korhorn Financial Group manage?
Korhorn Financial Group reports $1.2B in regulatory assets under management across 5,880 accounts, 98% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Korhorn Financial Group have?
It reports 2,303 individual clients: 430 high-net-worth individuals and 1,873 other individuals. Individuals account for about 92% of its regulatory assets.
Where is Korhorn Financial Group headquartered?
Its main office is in Granger, Indiana. It reports 5 offices in total and 113 employees, 42 of whom perform investment advisory functions.
How does Korhorn Financial Group charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Korhorn Financial Group use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Fidelity ($1.0B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Korhorn Financial Group a hybrid RIA with a broker-dealer?
Korhorn Financial Group is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Korhorn Financial Group a fiduciary?
As an SEC-registered investment adviser, Korhorn Financial Group owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 3 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Korhorn Financial Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →