Korving & Company LLC

Updated today

Find your advisor

Client assets under management

$135,135,639

Clients

278

11% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$486,099

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting

Fee options

Fixed

Financial planning and consulting fees generally range from $1,500 to $10,000 on a fixed fee basis.

Percentage

$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

Project-based

$250 per hour

Other

Fee-only: Financial planning and consulting fees generally range from $1,500 to $10,000 on a fixed fee basis.

Main office location

Korving & Company LLC

1510 Breezeport Way, Suite 800

Suffolk VA 23435-3758, United States

Number of offices

Most active in

California · Florida · Georgia · Nebraska · New Hampshire · North Carolina · Pennsylvania · Tennessee · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X 757-638-5490

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.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting

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.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting

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.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support