RIA Intel›Advisers›Michigan›J.W. KORTH & COMPANY, LIMITED PARTNERSHIP

J.W. KORTH & COMPANY, LIMITED PARTNERSHIP

Advisory

N·LANSING, MI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$229M

1-Year AUM Growth

+1.5%

3-Year CAGR

+1.9%

Employees

5

Assets Under Management

Total AUM$229M

Discretionary AUM$37M

Non-Discretionary AUM$192M

Discretionary %16%

Total Clients12

Team

Total Employees5

Investment Advisers20

Employee Growth (1Y)—

Filing History

Total Filings on Record13

First FilingMar 25, 2015

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on J.W. KORTH & COMPANY, LIMITED PARTNERSHIP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.