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Multi-Family OfficeRIA · CRD 128606SEC-Registered

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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...

Overview

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

Real EstateFinancial Services

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.

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