Firm profile

KORNITZER CAPITAL MANAGEMENT, INC.

MISSION, KSCRD 111087Latest ADV June 26, 2025

Kornitzer Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Mission, KS. Its latest Form ADV filing, dated June 26, 2025, reports $6.8B in regulatory assets under management, 40 employees, and 5,127 accounts.

Assets Under Management
$6.8B
Employees
40
Offices
--
Total Clients
2,033
Primary office
MISSION, KS
5420 WEST 61ST PLACE, MISSION, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOWilliam F. Coats
CFOBarry E. Koster

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.6% of total clients.
Top client categories% of clientsClients
1
Individuals
59.6%
1,212
2
HNWI
34.0%
692
3
Pension Plans
3.4%
69
4
Charitable
1.7%
34
5
Corporations
0.8%
16
Categories with <5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$6.8Bas of June 26, 2025
Discretionary98.4%
$6.6B
98% of total RAUM98.4%
Non-discretionary1.6%
$110M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$6.8B
Total Accounts5,127
10Y AUM Change$-465M (-6.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees40
Clients per Employee51:1
10Y Employee Change-1 (-2.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.