J W Korth & Company is an SEC registered investment adviser organized as a limited partnership with a primary office location in Lansing, MI. Its latest Form ADV filing, dated March 31, 2026, reports $229M in regulatory assets under management, 20 employees, 1 office, and 14 accounts.
Assets Under Management
$229M
Employees
20
Offices
1 office
Total Clients
12
Primary office
LANSING, MI
6500 CENTURION DRIVE, SUITE 250, LANSING, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCorporations represent 58.3% of total clients.
Top client categories% of clientsClients
1
Corporations
58.3%
7
2
HNWI
33.3%
4
3
Pooled Investment Vehicles
8.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$229Mas of March 31, 2026
Discretionary16.0%
$37M
16% of total RAUM16.0%
Non-discretionary84.0%
$192M
84% of total RAUM84.0%
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$229M
Total Accounts14
10Y AUM Change+$84M (+58.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee1:1
10Y Employee Change+7 (+53.8%)
* 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.