SourcingSourcing

KFG WEALTH MANAGEMENT, LLC

C19
CRD 128606·SEC 801-78914·GRANGER, IN
AUM
$1.15B
$1B+
Est. Revenue
$11.5M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$27.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KFG WEALTH MANAGEMENT, LLC
CRD
128606
SEC file #
801-78914
EIN
208049752
DBA names
Korhorn Financial Group

Economics

AUM
$1.15B
AUM band
$1B+
AUM trajectory
'20'26
$268.6M → $1.15B▲ +329%
Client mix
Individuals Other1,873
Individuals High Net Worth430
Pension Profit Sharing Plans17
Charitable Organizations12
Corporations7

Operations

Employees (total)
113
Advisory staff (per ADV)
42
Advisory staff (5-yr trend)
'20'26
11 advisors → 42 advisors▲ +282%
Primary office
GRANGER IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/korhorn-financial-group-inc-(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KORHORN FINANCIAL GROUP, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
KORHORN FINANCIAL GROUP, INC.
BERNARD, MICHAEL, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
220,893
Form 5500 Compensation Trajectory 3y
2025220,893
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
220,893
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001919344
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-01-18
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001919344-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4124
Soi Zip Pct 200k Plus
0.1634
Soi Zip Returns 200k Plus
2,480
Soi Zip Total AGI
2,268,869
Fdic Zip Total Deposits
7,504,370,000
Fdic Zip Branch Count
234
Fdic Zip Top Banks
1st Source Bank
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
45
Bc Firm IAR Count
45
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
6910 N MAIN STBLDG 16, UNIT 41GRANGER, IN 46530
Business
6910 N MAIN STBLDG 16, UNIT 41GRANGER, IN 46530
Edgar EIN
208049752
Edgar Recent Filings
13F-HR2026-04-20 · 0001919344-26-000004
13F-HR2026-01-21 · 0001919344-26-000001
Fdic Zip Branches Raw
Norwest Bank Indiana, National AssociationGranger, IN
Valley American Bank and Trust CompanyGranger, IN
Fdic Zip HHI
1463.28
Fdic Zip Top Bank Share Pct
26.74
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,752
Returns3,450
Stub 2
AGI79,524
Returns2,120
Stub 3
AGI113,796
Returns1,830
Soi Zip Total Business Income
62,681
Soi Zip Total Cap Gains
185,755
Soi Zip Total Dividends
59,929
Soi Zip Total Returns
15,180
Trust Company Affiliate
No

People (45)

45
BERNARD, MICHAEL, PAUL
IAR · Executive Officer · 2.5%
4676663
GREGORY, JOSHUA, DAVID
IAR · Executive Officer · 2.5%
4442601
KORHORN, KEVIN, SIDNEY
IAR · Executive Officer · 2.5%
2457232
FREDRICK JAMES ANDERSON
IAR
4269268
THOMAS HOWARD FAUTZ
IAR
6549869
Caleb James Korhorn
IAR
7777220
Tyler Craig Holder
IAR
7846786
Caden Riley Goggins
IAR
7884381
Zachary Evan Broadwick
IAR
6951821
Allegrita P Ashenfelter
IAR
6880423
Jason Wade Matthews
IAR
6165909
James Pavel Baklashev
IAR
7982384
Jeffrey David Jankowski
IAR
8049320
DIANA DIMIAN
IAR
7160405
Benjamin James Bulgrien
IAR
7629771
Benjamin M Chambers
IAR
7130252
Regan Elizabeth Ramirez
IAR
8053914
Jackson Taylor
IAR
7953780
Gillian Marie Allen
IAR
8167190
Michael Evan Hostetler
IAR
8012945
Elijah Edward Thomas
IAR
7652088
Kimberly K Polsgrove
IAR
7498725
Holden Xavier Price
IAR
7493997
Joshua Paul Korhorn
IAR
7601453
Eric Allen Wood
IAR
7528336
Joshua Joel Fritzke
IAR
7373227
COREY JAMES JOHNSON
IAR
7362505
Jared D Moxness
IAR
7154497
Brendon Keith Handy
IAR
7275808
Rachel Sarber-Fritschi
IAR
7547372
Andrew Mark Mazelin
IAR
8208977
MATTHEW CHRISTOPHER NELS HOKE
IAR
4714895
Casey Meuzelaar
IAR
8182604
Michael Fritschi
IAR
7498779
AMY NICOLE MASTERS
IAR
6302379
Bradley Milinko Simich
IAR
6930673
BRANDON JAMES STOLLER
IAR
6534095
WILLIAM CARL MOCK
IAR
4552029
SUMMER LEE HATHAWAY
IAR
5483318
Lindsey Halen Taylor
IAR
8185733
Andrew Jefferson Daigneau
IAR
8013341
Benjamin Thurston deBock
IAR
6737685
Anthony James Navarro
IAR
7078168
JARED SCOTT MILLER
IAR
6256828
Tayler Cizewski
IAR
7168717