# J W Korth & Company

J W Korth & Company is a Bank / Wealth / Trust based in Lansing, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lansing, United States
- **Region:** North America
- **Address:** Lansing, MI, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** jwkorth.com

## Regulatory record

- **CRD number:** 26455
- **SEC file number:** 801-85185
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/26455

## About

J W Korth & Company was founded in 1982 and operates from Lansing, Michigan, advising high-net-worth individuals, banks, and business entities. The firm structures discretionary and non-discretionary managed accounts with an explicit focus on predictable, consistent investment income from bond portfolios. Its client base spans self-directed investors, financial advisors, and institutional allocators. Strategy revolves almost entirely around fixed income. The firm runs managed money accounts, margin advisory, and a concierge bond desk branded Shop4Bonds, which provides direct access to municipal, corporate, and international bond offerings alongside bond analysis tools. The firm also maintains a trade desk for financial professionals and proprietary traders. No venture capital, private equity, or direct-lending vehicles are publicly disclosed. Scale is opaque. No AUM or deployment figure is published. The registered membership footprint — FINRA, SIFMA, SIPC, and MSRB — confirms broker-dealer registration and municipal securities authority, but team size and geographic reach beyond the Lansing headquarters are not disclosed. Adjacent vehicles include an educational brand, Bonds4You, which distributes a periodic bond-market newsletter, and the Shop4Bonds online self-service platform. Structural differentiator: J W Korth operates as a specialized fixed-income shop in an industry dominated by multi-asset aggregators. Its concierge bond desk and self-directed Shop4Bonds interface create a dual-channel model — white-glove advisory for managed clients and execution-only access for advisors and institutions — without competing on equities, alternatives, or wealth-management cross-sell.

## Sectors

- Private Credit
- Fixed Income
- Real Estate

## Questions

### What investment vehicles does J W Korth & Company offer?

The firm provides discretionary and non-discretionary managed accounts centered on fixed income, margin advisory services, and a self-directed bond platform called Shop4Bonds that offers municipal, corporate, and international bonds. It does not publicly list private funds, ETFs, or pooled vehicles.

### Who is J W Korth & Company's typical client?

According to its website and regulatory disclosures, the firm serves high-net-worth individual investors, independent financial advisors, institutional allocators, and proprietary trading desks. It targets bond buyers seeking predictable income rather than growth-equity or alternative-asset exposure.

### Does J W Korth & Company disclose its assets under management?

No. The firm has not published an AUM figure on its website, in FINRA records reviewed, or through public filings. Its scale remains undisclosed.

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Last updated: 2026-08-11T02:43:31.692Z

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