Korving & Company LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$135,135,639
Clients
278
Advisors
3
of 3 employees
About
Korving & Company LLC provides investment advisory services, financial planning, and related consulting primarily to individual and high‑net‑worth clients, and also to pension and profit‑sharing plans. The firm typically manages client accounts on a discretionary basis, will accept non‑discretionary engagements in some cases, and may allocate portions of client assets to unaffiliated independent managers.
Korving & Co. follows a quasi‑active process that blends top‑down macro analysis with bottom‑up manager and mutual‑fund selection, using diversified exposures to mutual funds, ETFs, fixed income and individual equities. The firm monitors portfolios regularly, applies a formal mutual‑fund share‑class selection policy, and for specific client needs may implement tactical strategies such as covered‑call option writing on concentrated stock positions.
Several disclosed practices are less common among peers: the firm is affiliated with and refers prospective clients to another registered investment adviser, and it maintains a paid promoter/endorsement relationship disclosed in its brochure. It also discloses limited use of derivatives within separately managed accounts and publishes the consumer estate‑organization manual and workbook "Before I Go," which are noted as part of its broader client resources.
Client services
Expertise
Fee options
Financial planning and consulting fees generally range from $1,500 to $10,000 on a fixed fee basis.
$0 - less than $250,000: 1.25% $250,000 - less than $500,000: 1.15% $500,000 - less than $1,000,000: 1.00% $1,000,000 - less than $2,000,000: 0.90% $2,000,000 - less than $5,000,000: 0.80% $5,000,000+: Negotiable
$250 per hour
Fee-only: Financial planning and consulting fees generally range from $1,500 to $10,000 on a fixed fee basis.
Main office
1510 Breezeport Way, Suite 800
Suffolk VA 23435-3758
Advisors at this office
3
Most active in
California · Florida · Georgia · Nebraska · New Hampshire · North Carolina · Pennsylvania · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Arie K
CFP®, Series 63, Series 65
Suffolk, VA
Korving & Company LLC
Arie Korving is a CFP® with over 31 years of experience in the financial industry. He is currently a principal at Courage Korving Miller Partners, LLC, where he has worked since 2022, and previously operated Korving & Company LLC since 2010. Courage Korving Miller Partners, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of investment strategies and analytical methods, and offers ongoing monitoring and reporting while generally recommending Schwab or Fidelity as custodians.
Ella B
Series 66
Suffolk, VA
Korving & Company LLC
Ella Bourne is a financial advisor with Courage Korving Miller Partners, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm tailors portfolios using a range of investment strategies and typically recommends Schwab or Fidelity as custodians while offering ongoing monitoring and reporting.
Stephen K
CFP®, Series 66
Suffolk, VA
Korving & Company LLC
Stephen Korving is a CFP® with 21 years of industry experience and currently a principal at Courage Korving Miller Partners, LLC. He has been with Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of analytical methods and strategies, and offers ongoing monitoring and reporting while typically recommending Schwab or Fidelity as custodians.
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