{
  "crd_number": 128606,
  "slug": "korhorn-financial-group-granger-in-128606",
  "primary_business_name": "KORHORN FINANCIAL GROUP",
  "legal_name": "KFG WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Granger",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "43780",
  "metro": {
    "cbsa_code": "43780",
    "common_name": "South Bend",
    "msa_name": "South Bend-Mishawaka, IN-MI",
    "path": "/advisors/in/south-bend"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-01-02",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1152350226.0,
  "raum_discretionary": 1128886085.0,
  "raum_non_discretionary": 23464141.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 113,
  "advisory_employees": 42,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 9561362.0,
      "count": 12
    },
    "individuals": {
      "raum": 319532501.0,
      "count": 1873
    },
    "pension_profit_sharing": {
      "raum": 81509139.0,
      "count": 17
    },
    "high_net_worth_individuals": {
      "raum": 739778062.0,
      "count": 430
    },
    "corporations_other_businesses": {
      "raum": 1969162.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "KS",
    "LA",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/KorhornFinancialGroup",
    "https://facebook.com/WiseMoneyShow",
    "https://instagram.com/wisemoneyshow",
    "https://korhorn.com",
    "https://linkedin.com/company/korhorn-financial-group-inc-",
    "https://youtube.com/WiseMoneyShow",
    "https://youtube.com/channel/UCeCs5aJ7AcbP8estvfNuBmQ",
    "https://youtube.com/channel/UClckm2YJs7UF2OQV1bPC93A"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128606",
  "city_as_filed": "GRANGER",
  "url": "https://advisorcensus.com/firm/korhorn-financial-group-granger-in-128606",
  "display_name": "Korhorn Financial Group",
  "summary": "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.",
  "citation": "AdvisorCensus. Korhorn Financial Group (CRD 128606): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Korhorn Financial Group compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Korhorn Financial Group charge?",
      "a": "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."
    },
    {
      "q": "Where is Korhorn Financial Group located?",
      "a": "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)."
    },
    {
      "q": "Is Korhorn Financial Group registered with the SEC or a state?",
      "a": "Korhorn Financial Group is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 128606."
    },
    {
      "q": "How much does Korhorn Financial Group manage?",
      "a": "Korhorn Financial Group reports $1,152,350,226 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (98% discretionary)."
    },
    {
      "q": "How have Korhorn Financial Group's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Korhorn Financial Group serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Korhorn Financial Group use?",
      "a": "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."
    },
    {
      "q": "Does Korhorn Financial Group report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Korhorn Financial Group state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Korhorn Financial Group's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 513578296.0,
      "total_employees": 35,
      "filing_date": "2021-07-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 653310594.0,
      "total_employees": 45,
      "filing_date": "2022-04-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 593296771.0,
      "total_employees": 74,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 739358808.0,
      "total_employees": 75,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 934546730.0,
      "total_employees": 90,
      "filing_date": "2025-07-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1152350226.0,
      "total_employees": 113,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "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)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "KFG generally does not require an annual minimum fee or a minimum asset level for investment advisory services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $35,000 (comprehensive planning and consulting fees)"
        ],
        "quotes": [
          "KFG’s comprehensive planning and consulting fees generally range from $1,000 to $35,000 on a fixed fee basis."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $50 to $400 an hour (single-needs financial planning and consulting services)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $80,000 (retirement consulting services)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 35000.0,
          "period": "one_time",
          "service": "comprehensive planning and consulting fees"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 50.0,
          "max": 400.0,
          "period": "hour",
          "service": "single-needs financial planning and consulting services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 80000.0,
          "period": "one_time",
          "service": "retirement consulting services"
        }
      ]
    },
    "quotes": [
      "KFG generally does not require an annual minimum fee or a minimum asset level for investment advisory services.",
      "KFG’s comprehensive planning and consulting fees generally range from $1,000 to $35,000 on a fixed fee basis.",
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/korhorn-financial-group-granger-in-128606.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1873,
      "fewer_than_5": false,
      "raum": 319532501.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 430,
      "fewer_than_5": false,
      "raum": 739778062.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 81509139.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 9561362.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1969162.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128606",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}