CRD: 152095
Korving & Company LLC
Suffolk, VA, 23435
7576385490
$137.5M Total AUM
$134.6M Disc. AUM
-0.4% 3Y CAGR
3 Employees
284 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-29-2010
- Office Locations
- 1
Office Locations
1510 Breezeport WAY Suite 800 Suffolk VA
About Korving & Company LLC
Korving & Company LLC is a Suffolk-based RIA. The firm has been operating for 16 years. Managing $137.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
63 AVG AGE
$68.8M AVG AUM / ADVISOR
$484.3K AVG AUM / CLIENT
16.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
Request access to benchmark trends tied to radial.
Unlock to compare peer behavior around eagle unison.
Full visibility includes strategy notes for signal oak.
Unlock to see real insight on peak pioneer ember.
Full visibility includes strategy notes for timber value.
Upgrade to reveal position-level detail across matrix matrix.
Open the full profile to inspect shifts in prime quantum.
Request access to benchmark trends tied to capital.
Asset Classes
Optima Atlas delta
Client Personas
Pathway fusion
Investment Themes
Crest prime Vector value Ember
Investment Vehicles
Foundation meridian Vector prime
Services
Pathway Timber Momentum Foundation Delta
Owner & Executives
ARIE JACQUES KORVING
Chairman, Chief Compliance Officer, Manager
- CRD
- #1528270
- Ownership
- 50% but less than 75%
(891) 588-9354
vertex.pioneer@foundationcapital.com
in linkedin.com/in/matrix-ridge
STEPHEN JOSEPH KORVING
Manager, President
- CRD
- #4845151
- Ownership
- 50% but less than 75%
(628) 357-9285
horizon.peak@signalcapital.com
in linkedin.com/in/element-crest
Showing 2 of 2 owners & executives
Unlock allContacts
ELLA PATRICIA BOURNE
Investment Advisor
- CRD
- #1513699
(846) 904-3124
prime.insight@foundationcapital.com
in linkedin.com/in/prime-north
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,624,660 | $198,269 |
| Non-Discretionary | $2,912,622 | $242,719 |
| Total | $137,537,282 | $199,041 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $137,537,282
Public Funds:
22.8% Equity - Exchange:
15.2% Corporate - Investment Grade:
20.4% Cash:
11.6% U.S. Government/Agency:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $311,613,501 | 22.8% |
| Equity - Exchange | $207,742,334 | 15.2% |
| Corporate - Investment Grade | $278,812,080 | 20.4% |
| Cash | $158,540,202 | 11.6% |
| U.S. Government/Agency | $410,017,763 | 30.0% |
| Total | $1,366,725,880 | 100.0% |