# Korving & Company LLC

> Korving & Company LLC is an SEC-registered investment advisory firm in Suffolk, VA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 152095
- Filed as: KORVING & COMPANY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Suffolk, VA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152095
- AdvisorCensus page: https://advisorcensus.com/firm/korving-and-company-llc-suffolk-va-152095

## Quick answers

**How is Korving & Company LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Korving & Company LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Korving & Company LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: $1,500 to $10,000 (financial planning and consulting services (stand-alone)); Hourly rate: $250 an hour (financial planning and consulting services (stand-alone)). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Korving & Company LLC located?**
Korving & Company LLC's principal office is in Suffolk, VA, according to its Form ADV.

**Is Korving & Company LLC registered with the SEC or a state?**
Korving & Company LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 152095.

**How much does Korving & Company LLC manage?**
Korving & Company LLC reports $137,537,282 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (98% discretionary).

**How have Korving & Company LLC's assets and staff changed since 2021?**
In the Form ADV data for Korving & Company LLC: Regulatory assets under management: $117,154,000 in the October 2021 data and $137,537,282 in the October 2026 data, up 17%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Korving & Company LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (247); high net worth individuals (31); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Korving & Company LLC use?**
Korving & Company LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Korving & Company LLC 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/152095

**What changed in Korving & Company LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in CA, FL, TN.

## 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 20, 2026)

- Flat fee: $1,500 to $10,000 (financial planning and consulting services (stand-alone))

> Korving & Co. ’s financial planning and consulting fees are negotiable but generally range from $1,500 to $10,000 on a fixed fee basis, or $250 on an hourly rate basis, depending upon the level and scope of the services required.

- Hourly rate: $250 an hour (financial planning and consulting services (stand-alone))

> Korving & Co. ’s financial planning and consulting fees are negotiable but generally range from $1,500 to $10,000 on a fixed fee basis, or $250 on an hourly rate basis, depending upon the level and scope of the services required.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $137,537,282
- Discretionary: $134,624,660
- Non-discretionary: $2,912,622

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 247 | $52,188,847 |
| High net worth individuals | 31 | $82,946,792 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $1,761,061 |
| Charitable organizations | Fewer than 5 | $640,582 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NC, NE, NH, PA, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @KORVINGCO
- X @KORVINGCO

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $117,154,000 | 3 | April 1, 2021 |
| October 2022 | $139,234,033 | 3 | March 19, 2022 |
| October 2023 | $112,834,895 | 3 | June 9, 2023 |
| October 2024 | $126,619,046 | 3 | March 5, 2024 |
| October 2025 | $146,433,984 | 3 | March 12, 2025 |
| October 2026 | $137,537,282 | 3 | March 20, 2026 |

Regulatory assets under management: $117,154,000 in the October 2021 data and $137,537,282 in the October 2026 data, up 17%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in CA, FL, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Korving & Company LLC (CRD 152095): Form ADV filing data as of October 2026.