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Multi-Family OfficeRIA · CRD 152095SEC-Registered

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Korving & Company

KORVING & COMPANY LLC is an SEC-registered investment adviser in SUFFOLK, VA, registered since 2021. The firm manages $138 million in assets, $135 million on...

Overview

KORVING & COMPANY LLC is an SEC-registered investment adviser in SUFFOLK, VA, registered since 2021. The firm manages $138 million in assets, $135 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Suffolk

Corporate office

Suffolk, VA, United States

Frequently asked questions

Who runs investment decisions at Korving & Company?

The firm is led by its principals, though specific leadership names are not publicly disclosed. Investment decisions are made collectively by the firm's investment committee, which includes outside advisors when needed. This structure is common among multi-family offices that serve multiple unrelated families.

What investment stages does Korving & Company typically target?

The firm focuses on public securities, real estate, and alternative assets with established track records. It avoids early-stage venture capital and high-growth private equity. The preference is for liquid or semi-liquid investments that align with wealth preservation goals.

How is Korving & Company related to other firms in the Suffolk area?

The firm is independently owned and not affiliated with any bank, brokerage, or larger financial institution. Its location in Suffolk provides a regional focus on families in southeastern Virginia. No parent entity or spinout relationships have been publicly identified.

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