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Korhorn Financial Group

Korhorn Financial Group. CRD 128606

Korhorn Financial Group logo

CRD: 128606

Korhorn Financial Group

Granger, IN, 46530
5742475898
www.korhorn.com
$1.2B Total AUM
$1.1B Disc. AUM
24.8% 3Y CAGR
113 Employees
2,516 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท SEI
Clients
Retail and Institutional
Platforms
Delta insightFocus +more
Established Date
04-15-2004
Office Locations
4

Office Locations

123 W Plymouth ST Bremen IN
320 DEL MAR WAY Nappanee IN
6910 North Main Street Building 16, Unit 41 Granger IN

About Korhorn Financial Group

Korhorn Financial Group is an Indiana-based wealth management firm providing client-first guidance across retirement planning, investments, tax strategies, and major life transitions, including in-house tax preparation. The team focuses on comprehensive, personalized planning and investor education through its Wise Money Show podcast and blog. Custody relationships include Fidelity/NFS.

Team overview

34 AVG AGE
$27.4M AVG AUM / ADVISOR
$458.0K AVG AUM / CLIENT
3 yrs AVG TENURE
113 Employees
42 Advisory Reps
45 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Bridge vector Capital Radial Matrix Prime pioneer

Client Personas

Pathway Signal eagle

Custodian

North pathway Oak Zenith Eagle optima Matrix

Investment Themes

North Harbor glacier Signal north

Investment Vehicles

Zenith Delta

Platform

Legacy alpha

Services

Fusion radial Delta eagle Ember Focus Matrix Peak atlas Optima Eagle vector Pioneer Summit Fusion

Technology

Meridian Ember Alpha Summit

Owner & Executives

MICHAEL PAUL BERNARD

MICHAEL PAUL BERNARD

Certified Financial Planner, Secretary, VICE PRESIDENT

CRD
#4676663
Ownership
Less than 5%
(848) 491-2206
ember.momentum@beaconcapital.com
in linkedin.com/in/peak-momentum
JOSHUA DAVID GREGORY

JOSHUA DAVID GREGORY

Certified Financial Planner, TREASURER, VICE PRESIDENT

CRD
#4442601
Ownership
Less than 5%
(633) 835-2957
ridge.ridge@glaciercapital.com
in linkedin.com/in/quantum-focus
T

Timber element

Horizon insight element

CRD
#54832
Ownership
45.0%
(319) 695-2141
momentum.harbor@northcapital.com
in linkedin.com/in/crest-wave

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Contacts

Gillian Marie Allen

Gillian Marie Allen

Insurance Advisor

CRD
#8167190
(781) 234-9522
peak.unison@insightcapital.com
in linkedin.com/in/bridge-fusion
F

FREDRICK JAMES ANDERSON

--

CRD
#4269268
(637) 512-9077
beacon.timber@peakcapital.com
in linkedin.com/in/eagle-atlas
M

Matrix radial

Vector bridge

CRD
#98903
(503) 590-7950
atlas.oak@bridgecapital.com
in linkedin.com/in/focus-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-02-2022
03-14-2023
11-07-2024
12-15-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $1,128,886,085 $193,800
Non-Discretionary $23,464,141 $426,621
Total $1,152,350,226 $195,978

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Separately Managed Accounts

Total SMA Asset: $1,152,350,226

$1.2B Total SMA
Public Funds:
29.1%
Cash:
28.4%
Equity - Exchange:
7.5%
Municipal Bonds:
20.0%
U.S. Government/Agency:
15.0%
Asset class Assets Assets %
Public Funds $300,699,056 29.1%
Cash $293,465,745 28.4%
Equity - Exchange $77,499,757 7.5%
Municipal Bonds $206,666,018 20.0%
U.S. Government/Agency $154,999,513 15.0%
Total $1,033,330,089 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
OPTIMA GLACIER VALUE VERTEX MLLW2AA4T POV 8.30% $113,150,887
VECTOR DELTA FOCUS PRIME GLACIER II3VRCRJT KRCZL 3.64% $87,075,450
PEAK TIMBER FRONTIER DELTA MOMENTUM HCQJ5YSJ4 UPDV 3.56% $90,983,682
VERTEX CATALYST FRONTIER CAPITAL FUSION HPQZNEWHL FTVWC 3.19% $5,081,807
MERIDIAN PRIME BEACON SIGNAL HR4FCSL7J CKRR 2.87% $99,923,613
EAGLE FRONTIER WAVE NORTH FPNVUZJPJ WDWT 8.76% $49,328,602
LEGACY MATRIX ELEMENT PRIME 0FU8AKQF0 SLUHS 11.16% $33,498,907
NORTH ALPHA EAGLE SIGNAL VALUE NHC6TEEKK CUVPV 7.29% $105,560,466

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