K
Kortenkamp, Joshua F
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,400,000
Total clients
18
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$411,111
About
The firm provides discretionary investment management primarily to individual clients — including a meaningful portion of high-net-worth households — as well as trusts and estates. It operates as a solo independent adviser managing a small number of client relationships and charging percentage-of-AUM advisory fees.
Investment decisions are driven by a top-down macroeconomic framework that informs asset allocation, with security selection blending growth, value and momentum styles. The adviser may employ market-timing elements using technical analysis and behavioral considerations and implements client objectives through customized investment policy statements and full discretionary authority.
What distinguishes this firm from many peers is its active use of market-timing alongside macro analysis and its stated preference to employ closed-end funds where appropriate to address cost and liquidity considerations. The firm also maintains custodial and research relationships with a major custodian, accepting related research and services while noting its fiduciary duty and use of custodial reports and controls to mitigate conflicts.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
Annualized fee up to 2% assessed and charged monthly based on month-end account statements; fees are negotiable at the firm's discretion.
Account minimum: No account minimums or other requirements imposed on potential clients. Fee-only: Investment advisory services solely; no commissions or sales of securities.
Main office location
Kortenkamp, Joshua F
4343 Old Grand Ave, Ste 110
Gurnee IL 60031, United States
Number of offices
1
Most active in
Kortenkamp, Joshua F has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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