KORVING & COMPANY LLC
A65
CRD 152095·SEC 801-120828·SUFFOLK, VA
AUM
$137.5M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$413K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $117.2M
'23 · $139.2M
'25 · $146.4M
'26 · $137.5M
'22'26
$117.2M → $137.5M▲ +17%
Operations
Advisory staff (5-yr trend)
'22 · 2 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 2 advisors
'22'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
First Virginia Bank of TidewaterSuffolk, VA
First Virginia Bank of TidewaterSuffolk, VA
Soi Zip Distribution
Stub 1
| AGI | 43,033 |
| Returns | 3,370 |
Stub 2
| AGI | 118,483 |
| Returns | 3,200 |
Stub 3
| AGI | 152,323 |
| Returns | 2,460 |