AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Indiana / South Bend / Korhorn Financial Group

Korhorn Financial Group

Granger, INSEC-registered investment adviserCRD 128606

Filed as KORHORN FINANCIAL GROUP · Legal name KFG Wealth Management, LLC

Korhorn Financial Group is an SEC-registered investment advisory firm in Granger, IN, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

12 years
registered since 2014
$1,152,350,226
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Korhorn Financial Group compensated?

On its Form ADV (Item 5.E, October 2026), Korhorn Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

How much does Korhorn Financial Group charge?

Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $1,000 to $35,000 (comprehensive planning and consulting fees); Hourly rate: $50 to $400 an hour (single-needs financial planning and consulting services); Flat fee: $2,500 to $80,000 (retirement consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Korhorn Financial Group located?

Korhorn Financial Group's principal office is in Granger, IN, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

Is Korhorn Financial Group registered with the SEC or a state?

Korhorn Financial Group is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 128606.

How much does Korhorn Financial Group manage?

Korhorn Financial Group reports $1,152,350,226 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (98% discretionary).

How have Korhorn Financial Group's assets and staff changed since 2021?

In the Form ADV data for Korhorn Financial Group: Regulatory assets under management: $513,578,296 in the October 2021 data and $1,152,350,226 in the October 2026 data, up 124%. Total employees: 35 in October 2021 and 113 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Korhorn Financial Group serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,873); high net worth individuals (430); pension and profit sharing plans (but not the plan participants or government pension plans) (17).

Which custodians does Korhorn Financial Group use?

Korhorn Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

Does Korhorn Financial Group report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128606

Does Korhorn Financial Group state an account minimum?

Its Form ADV Part 2A brochure dated March 30, 2026 says: "KFG generally does not require an annual minimum fee or a minimum asset level for investment advisory services."

What changed in Korhorn Financial Group's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 41 to 42. Regulatory assets under management went from $934,546,730 to $1,152,350,226 (+23%). Changed its office addresses in Bremen, IN. Registered or notice-filed in MN, PA, WA.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

The brochure's wording
KFG generally does not require an annual minimum fee or a minimum asset level for investment advisory services.

Flat fee: $1,000 to $35,000 (comprehensive planning and consulting fees)

The brochure's wording
KFG’s comprehensive planning and consulting fees generally range from $1,000 to $35,000 on a fixed fee basis.

Hourly rate: $50 to $400 an hour (single-needs financial planning and consulting services)

The brochure's wording
KFG’s single-needs financial planning and consulting services are provided on an hourly rate basis with work being performed for a fee between $50 to $400 per hour.

Flat fee: $2,500 to $80,000 (retirement consulting services)

The brochure's wording
To the extent that KFG offers its retirement consulting services on a fixed fee basis, it will typically range between $2,500 to $80,000.

As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$1,152,350,226

$1,152,350,226 as of October 2026, filing dated March 31, 2026.

Discretionary: $1,128,886,085.Non-discretionary: $23,464,141.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 1,873 Assets $319,532,501 (28%)
High net worth individuals
Clients 430 Assets $739,778,062 (64%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 17 Assets $81,509,139 (7%)
Charitable organizations
Clients 12 Assets $9,561,362 (1%)
Corporations or other businesses not listed above
Clients 7 Assets $1,969,162 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Legal name
KFG Wealth Management, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2014 (12 years)
Employees
Total: 113. Performing investment advisory functions: 42.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
4 other offices, as of the April 2026 filing
Bremen, INEdwardsburg, MINappanee, INNiles, MI
States registered or notice-filed
23 states or jurisdictions
ARAZCACOFLGAILINKSLAMIMNMONCNEOHPASCTNTXVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$514M 2021 $653M 2022 $593M 2023 $739M 2024 $935M 2025 $1.15B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,152,350,226113March 31, 2026
October 2025$934,546,73090July 15, 2025
October 2024$739,358,80875September 11, 2024
October 2023$593,296,77174March 14, 2023
October 2022$653,310,59445April 4, 2022
October 2021$513,578,29635July 22, 2021

Regulatory assets under management: $513,578,296 in the October 2021 data and $1,152,350,226 in the October 2026 data, up 124%.

Total employees: 35 in October 2021 and 113 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 41 to 42.
    • Regulatory assets under management went from $934,546,730 to $1,152,350,226 (+23%).
    • Changed its office addresses in Bremen, IN.
    • Registered or notice-filed in MN, PA, WA.
  2. January 2026
    • Registered or notice-filed in SC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
korhorn.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Korhorn Financial Group (CRD 128606): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/korhorn-financial-group-granger-in-128606