Data / Investment advisers / Michigan / J W Korth & Company
J W Korth & Company, Lansing, MI: $229 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
J W Korth & Company is an SEC registered investment adviser with its main office in Lansing, Michigan and reports $229 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include corporations and other businesses, pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management and commissions. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 26455
- SEC file number
- 801-85185
- SEC status
- Approved, effective March 13, 2015
- Legal name
- J.W. Korth & Company, Limited Partnership
- Main office
- 6500 Centurion Drive Suite 250, Lansing, MI 48917
- Website
- kdmfinancial.com
- Regulatory AUM
- $228,688,211 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $36,650,681
- Non discretionary AUM
- $192,037,530
- Accounts
- 14
- Employees
- 20, of which 5 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, commissions
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $22,440,000
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions, civil court actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 7 | $198.9 million |
| Pooled investment vehicles | 1 | $22.4 million |
| High net worth individuals | 4 | $7.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $228.7 million | March 31, 2026 |
| December 1, 2025 | $225.6 million | March 31, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Northern Edge Wealth Management | Marquette | $246.9 million | Not listed | adviserinfo.sec.gov |
| Clear Ridge Wealth Management, LLC | Kalamazoo | $244.6 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Wealth Management Group, Inc. | Plymouth | $243.7 million | Not listed | adviserinfo.sec.gov |
| English Capital Management LLC | Bloomfield Hills | $241.1 million | 1 | adviserinfo.sec.gov |
| Richmond Brothers, Inc. | Jackson | $240.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- J W Korth & Company on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.