Korving & Company LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Suffolk, VA. Its latest Form ADV filing, dated March 20, 2026, reports $138M in regulatory assets under management, 3 employees, and 691 accounts.
Assets Under Management
$138M
Employees
3
Offices
--
Total Clients
283
Primary office
SUFFOLK, VA
1510 BREEZEPORT WAY, SUITE 800, SUFFOLK, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.3% of total clients.
Top client categories% of clientsClients
1
Individuals
87.3%
247
2
HNWI
11.0%
31
3
Pension Plans
1.8%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$138Mas of March 20, 2026
Discretionary97.9%
$135M
98% of total RAUM97.9%
Non-discretionary2.1%
$3M
2% of total RAUM2.1%
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.
Total AUM$138M
Total Accounts691
10Y AUM Change+$20M (+17.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee94:1
10Y Employee Change0 (0.0%)
* 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.