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Korhorn Financial Group
KORHORN FINANCIAL GROUP is an SEC-registered investment adviser in GRANGER, IN, since 2014. The firm manages $1.2 billion in assets, with $1.1 billion on a...
Korhorn Financial Group
KORHORN FINANCIAL GROUP is an SEC-registered investment adviser in GRANGER, IN, since 2014. The firm manages $1.2 billion in assets, with $1.1 billion on a discretionary basis. It has 113 employees and 42 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1999
Location
Region
North America
Country
United States
City
Edwardsburg
Corporate office
Edwardsburg, MI, United States
Additional offices
Mishawaka, IN · St. Joseph, MI
Principals
Kevin Korhorn
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Korhorn Financial Group?
Investment decisions are guided by the firm's advisory team under the leadership of CEO Kevin Korhorn. The firm employs CERTIFIED FINANCIAL PLANNER™ professionals who construct and monitor client portfolios. Korhorn does not publicize a stand-alone chief investment officer role; strategic asset-allocation and portfolio design appear integrated within the broader planning group.
How does Korhorn Financial Group source its real estate investment opportunities?
The firm gains access to residential development projects through Korhorn Construction, a sister entity that builds homes in the southern Michigan and northern Indiana markets. This relationship gives Korhorn clients an opportunity to invest in or purchase properties developed by a firm with shared ownership — a sourcing channel that most advisory practices lack.
Is Korhorn Financial Group structured as a single family office or does it serve external clients?
Korhorn Financial Group operates as a multi-family office, serving numerous external client families across the Great Lakes region. It is not a single-family office managing the wealth of one family. The firm provides tax preparation, investment management, and financial planning to professionals, business owners, and retirees.
Does Korhorn Financial participate in fund commitments or only direct investments?
The firm's public disclosures indicate a portfolio construction model built on direct investment into individual securities, mutual funds, and ETFs rather than pooled private-fund commitments. Its real estate exposure comes through the affiliated construction company, functioning as a direct investment channel. No evidence of LP commitments to external private equity or venture funds appears in publicly available materials.
What is Korhorn's known posture on co-investing alongside external GPs?
Korhorn Financial Group does not publicly describe a co-investment program alongside outside general partners. The firm's structure — a regional multi-family office with an affiliated real estate development arm — suggests it prefers direct, controlled opportunities rather than syndicated GP-led structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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