Sign in Sign up for free

Korving & Company LLC (Suffolk)


Korving & Company LLC is an adviser based in Suffolk. It manages $52 million of regulatory assets for 385 client accounts. It has been registered with the SEC as an adviser since 2009.




Korving & Company provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Korving & Company: assets under management

The assets under management (AUM) of Korving & Company LLC is $52 million. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $214.29 thousand.
Korving & Company has custody of $52 million in cash and securities for 385 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Korving & Company LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Suffolk

The principal office where Korving & Company LLC performs its advisory services is located at 1510 Breezeport Way, Suffolk, VA 23435 3758, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 757-638-5490 or by fax 757-638-5496. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


Registered investment advisers similar to Korving & Company LLC