J.W. KORTH & COMPANY, LIMITED PARTNERSHIP
DBA: J W KORTH & COMPANY
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $228.7M |
| Discretionary | $36.7M16% of AUM |
| Non-Discretionary | $192.0M |
| Client Accounts | 14 |
| Avg Account Size | $16.3M |
| Employees | 20 |
| Peak AUM | $228.7MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $229M | +1.4% | +4.2% | +3.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $228.7M |
| Discretionary | $36.7M |
| Employees | 20 |
| Client Accounts | 14 |
Contact & Location
Address
6500 CENTURION DRIVE
LANSING MI 48917
Phone
800-454-1628 OPTION#1
Filing History
16 ADV Part 1 submissions
Fee Structure
% of AUMCommissions
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$37M
16.0% of AUM
Non-Discretionary
$192M
84.0% of AUM
Disc. mix ▼ 2.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Broker-DealerInvestment AdviserLaw Firm