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KORHORN FINANCIAL GROUP

GRANGER, IN · CRD 128606 · IAPD ↗ · 574-247-5898

$1.15BRegulatory AUM
42Advisory reps
113Employees
177Clients
More than 500Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — KORHORN FINANCIAL GROUP notice-filed in MN, PA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — KORHORN FINANCIAL GROUP crossed $1B in regulatory AUM ($934.5M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
January 2026 — KORHORN FINANCIAL GROUP notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — KORHORN FINANCIAL GROUP reported RAUM up 26% ($739.4M -> $934.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2024 — KORHORN FINANCIAL GROUP notice-filed in AR, KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.