KORVING & COMPANY LLC
CRD #152095 SEC #801-120828 SUFFOLK, VA 757-638-5490
SEC Registered
Total AUM
$146.4M
Discretionary
$142.3M
Employees
3
Clients
10
Accounts
626
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $146.4M | $142.3M | $4.2M | 3 | 1 |
| Mar 2024 | $126.6M | $124.6M | $2M | 3 | 4 |
| Jun 2023 | $112.8M | $111.4M | $1.4M | 3 | 7 |
| Mar 2023 | $112.8M | $111.4M | $1.4M | 3 | 7 |
| Dec 2022 | $139.2M | $134.5M | $4.7M | 3 | 11 |
| Nov 2022 | $139.2M | $134.5M | $4.7M | 3 | 11 |
| Mar 2022 | $139.2M | $134.5M | $4.7M | 3 | 11 |
| Apr 2021 | $117.2M | $112.6M | $4.5M | 3 | 1 |
| Mar 2021 | $117.2M | $112.6M | $4.5M | 3 | 1 |
| Mar 2012 | $52M | $37M | $15M | 1 | 200 |
| Mar 2012 | $52M | $37M | $15M | 1 | 200 |
| Feb 2012 | $52M | $37M | $15M | 1 | 200 |
| Apr 2010 | $44M | $32.2M | $11.9M | 5 | -- |
DateMar 2025
Total AUM$146.4M
Discretionary$142.3M
Non-Disc.$4.2M
Employees3
Clients1
DateMar 2024
Total AUM$126.6M
Discretionary$124.6M
Non-Disc.$2M
Employees3
Clients4
DateJun 2023
Total AUM$112.8M
Discretionary$111.4M
Non-Disc.$1.4M
Employees3
Clients7
DateMar 2023
Total AUM$112.8M
Discretionary$111.4M
Non-Disc.$1.4M
Employees3
Clients7
DateDec 2022
Total AUM$139.2M
Discretionary$134.5M
Non-Disc.$4.7M
Employees3
Clients11
DateNov 2022
Total AUM$139.2M
Discretionary$134.5M
Non-Disc.$4.7M
Employees3
Clients11
DateMar 2022
Total AUM$139.2M
Discretionary$134.5M
Non-Disc.$4.7M
Employees3
Clients11
DateApr 2021
Total AUM$117.2M
Discretionary$112.6M
Non-Disc.$4.5M
Employees3
Clients1
DateMar 2021
Total AUM$117.2M
Discretionary$112.6M
Non-Disc.$4.5M
Employees3
Clients1
DateMar 2012
Total AUM$52M
Discretionary$37M
Non-Disc.$15M
Employees1
Clients200
DateMar 2012
Total AUM$52M
Discretionary$37M
Non-Disc.$15M
Employees1
Clients200
DateFeb 2012
Total AUM$52M
Discretionary$37M
Non-Disc.$15M
Employees1
Clients200
DateApr 2010
Total AUM$44M
Discretionary$32.2M
Non-Disc.$11.9M
Employees5
Clients--