# Korhorn Financial Group

> 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.

- CRD: 128606
- Filed as: KORHORN FINANCIAL GROUP
- Legal name: KFG Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Granger, IN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128606
- AdvisorCensus page: https://advisorcensus.com/firm/korhorn-financial-group-granger-in-128606

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> 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)

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,152,350,226
- Discretionary: $1,128,886,085
- Non-discretionary: $23,464,141

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 113 total, 42 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MI, MN, MO, NC, NE, OH, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bremen, IN
- Edwardsburg, MI
- Nappanee, IN
- Niles, MI

### Websites listed on Form ADV (Item 1.I)
- korhorn.com
- Facebook @KorhornFinancialGroup
- Facebook @WiseMoneyShow
- Instagram @wisemoneyshow
- LinkedIn @korhorn-financial-group-inc-
- YouTube @WiseMoneyShow
- YouTube @UCeCs5aJ7AcbP8estvfNuBmQ
- YouTube @UClckm2YJs7UF2OQV1bPC93A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $513,578,296 | 35 | July 22, 2021 |
| October 2022 | $653,310,594 | 45 | April 4, 2022 |
| October 2023 | $593,296,771 | 74 | March 14, 2023 |
| October 2024 | $739,358,808 | 75 | September 11, 2024 |
| October 2025 | $934,546,730 | 90 | July 15, 2025 |
| October 2026 | $1,152,350,226 | 113 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### January 2026
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Korhorn Financial Group (CRD 128606): Form ADV filing data as of October 2026.