Stephen Korving
Korving & Company · Suffolk, Virginia
Stephen Korving is a fee-only financial advisor at Korving & Company in Suffolk, Virginia, who holds the CFP credential. Korving & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Korving & Company |
|---|---|
| Based in | Suffolk, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $137.5M across 691 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, VA · CRD 4845151 |
| Exams passed | Series 66 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Stephen's firm compares
- Korving & Company's average account is about $199,000, from its Form ADV (assets managed divided by 691 accounts).
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Questions about Stephen
Is Stephen Korving a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Korving & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Korving & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Korving based?
Stephen Korving is based in Suffolk, Virginia.
What credentials does Stephen Korving hold?
Stephen Korving holds the CFP credential.
Is Stephen Korving registered with the SEC?
Yes. Stephen Korving is registered as an investment adviser representative in NC and VA (CRD 4845151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Korving & Company manage?
Korving & Company reports $137.5M across 691 accounts in assets under management.
How do I contact Stephen Korving?
Contact details aren't on file yet. Search for Korving & Company.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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