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KFG WEALTH MANAGEMENT, LLC, CRD 128606
GRANGER, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| KEVIN SIDNEY KORHORN | Certified Financial Planner|Chartered Financial Consultant | GRANGER, IN | 4 | 32 | 3 | yes |
| WILLIAM CARL MOCK | Certified Financial Planner|Chartered Financial Consultant | NAPPANEE, IN | GRANGER, IN | 4 | 24 | 2 | no |
| MICHAEL PAUL BERNARD | Certified Financial Planner|Chartered Financial Consultant | GRANGER, IN | 4 | 23 | 1 | no |
| AMY NICOLE MASTERS | Certified Financial Planner|Chartered Financial Consultant | GRANGER, IN | 4 | 12 | 1 | no |
| Benjamin Thurston deBock | Certified Financial Planner|Chartered Financial Consultant | GRANGER, IN | EDWARDSBURG, MI | 4 | 12 | 1 | no |
| COREY JAMES JOHNSON | Certified Financial Planner | GRANGER, IN | 4 | 10 | 1 | no |
| JOSHUA DAVID GREGORY | Certified Financial Planner|Chartered Financial Consultant | GRANGER, IN | Edwardsburg, MI | 4 | 24 | 2 | no |
| FREDRICK JAMES ANDERSON | n/a | BREMEN, IN | GRANGER, IN | 4 | 24 | 2 | no |
| MATTHEW CHRISTOPHER NELS HOKE | Certified Financial Planner|Chartered Financial Consultant | GRANGER, IN | Edwardsburg, MI | 4 | 22 | 3 | no |
| Zachary Evan Broadwick | Certified Financial Planner | NAPPANEE, IN | GRANGER, IN | 4 | 24 | 1 | no |
| Benjamin M Chambers | Certified Financial Planner | GRANGER, IN | 4 | 11 | 1 | no |
| Jared D Moxness | Certified Financial Planner | NILES, MI | GRANGER, IN | 4 | 11 | 1 | no |
| Brendon Keith Handy | Certified Financial Planner|Chartered Financial Consultant | GRANGER, IN | 4 | 10 | 1 | no |
| SUMMER LEE HATHAWAY | Certified Financial Planner | GRANGER, IN | Edwardsburg, MI | 4 | 18 | 2 | no |
| Allegrita P Ashenfelter | n/a | Edwardsburg, MI | GRANGER, IN | 4 | 20 | 1 | no |
| DIANA DIMIAN | n/a | GRANGER, IN | Edwardsburg, MI | 4 | 11 | 1 | no |
| Holden Xavier Price | Certified Financial Planner|Chartered Financial Consultant | GRANGER, IN | 4 | 14 | n/a | no |
| BRANDON JAMES STOLLER | Certified Financial Planner | GRANGER, IN | 4 | 10 | 1 | no |
| Michael Fritschi | Certified Financial Planner|Chartered Financial Consultant | Edwardsburg, MI | GRANGER, IN | 4 | 10 | n/a | no |
| Joshua Paul Korhorn | n/a | GRANGER, IN | 4 | 14 | n/a | no |
| Tayler Cizewski | Certified Financial Planner|Chartered Financial Consultant | Niles, MI | GRANGER, IN | 4 | 10 | 3 | no |
| Rachel Sarber-Fritschi | n/a | GRANGER, IN | 4 | 10 | n/a | no |
| Joshua Joel Fritzke | Certified Financial Planner | GRANGER, IN | 3 | 15 | 1 | no |
| Elijah Edward Thomas | Certified Financial Planner | GRANGER, IN | 3 | 14 | n/a | no |
| JARED SCOTT MILLER | Certified Financial Planner | GRANGER, IN | Nappanee, IN | 3 | 13 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BERNARD, MICHAEL, PAUL | VICE PRESIDENT, SECRETARY | Na | yes | 01/2015 | Mar 31, 2026 | Mar 31, 2026 |
| GREGORY, JOSHUA, DAVID | VICE PRESIDENT, TREASURER | Na | yes | 01/2015 | Mar 31, 2026 | Mar 31, 2026 |
| KORHORN FINANCIAL GROUP, INC. | Owner | E | yes | 01/2007 | Mar 31, 2026 | Mar 31, 2026 |
| KORHORN, KEVIN, SIDNEY | PRESIDENT, CHIEF COMPLIANCE OFFICER | Na | yes | 09/2002 | Mar 31, 2026 | Mar 31, 2026 |
| KORHORN, KEVIN, SIDNEY | PRESIDENT/OWNER | E | yes | 01/2007 | Dec 12, 2011 | Nov 7, 2024 |
| BERNARD, MICHAEL, PAUL | Owner | F | no | 01/2015 | Dec 3, 2013 | Nov 7, 2024 |
| GREGORY, JOSHUA, DAVID | Owner | F | no | 01/2015 | Dec 3, 2013 | Nov 7, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| KFG INSURANCE AGENCY, LLC | n/a | n/a | n/a | N | yes | n/a |
| KFG TAX AND BUSINESS SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Edwardsburg | Mi | United States | 12 | no |
| Niles | Mi | United States | 4 | no |
| Nappanee | In | United States | 3 | no |
| Bremen | In | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.2B | $1.1B | 113 | 42 | 4 | n/a | n/a |
| 2024 | Mar 19, 2025 | $935M | $917M | 90 | 41 | 4 | n/a | n/a |
| 2023 | Mar 26, 2024 | $739M | $724M | 75 | 37 | 4 | n/a | n/a |
| 2022 | Mar 13, 2023 | $593M | $581M | 74 | 34 | 4 | n/a | n/a |
| 2021 | Mar 28, 2022 | $653M | $630M | 45 | 29 | 5 | n/a | n/a |
| 2020 | Mar 26, 2021 | $514M | $487M | 35 | 25 | 5 | n/a | n/a |
| 2019 | Mar 28, 2020 | $353M | $353M | 32 | 24 | 4 | n/a | n/a |
| 2018 | Mar 30, 2019 | $269M | $269M | 24 | 11 | 4 | n/a | n/a |
| 2017 | Feb 2, 2018 | $227M | $212M | 19 | 11 | 4 | n/a | n/a |
| 2016 | Feb 21, 2017 | $162M | $162M | 17 | 8 | n/a | n/a | n/a |
| 2015 | Feb 18, 2016 | $133M | $133M | 18 | 9 | n/a | n/a | n/a |
| 2014 | Feb 20, 2015 | $142M | $129M | 16 | 7 | n/a | n/a | n/a |
| 2013 | Feb 11, 2014 | $105M | $105M | 15 | 7 | n/a | n/a | n/a |
| 2011 | Jan 27, 2012 | $75.5M | $75.5M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 2.0% | 0 | 0 | 0 | 2 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.2B | $935M | 23.3% | $593M | 24.8% | 113 | 90 | 4 | 4 |