KFG Wealth Management, LLC
KFG Wealth Management, LLC is an SEC-registered investment adviser headquartered in Granger, Indiana. The firm operates as part of Korhorn Financial Group, with approximately 90 employees as of mid-2025. KFG Wealth Management serves a diverse set of clients, including individuals (high net worth and otherwise), pension and profit sharing plans, and charitable organizations. With a reported AUM of roughly $934.5 million as of July 2025, it offers wealth management and investment advisory services with a focus on personalized financial planning and retirement strategies.
Investment Strategy
KFG Wealth Management utilizes a diversified investment strategy focused on tailored portfolio construction for individuals and retirement plans. Their approach emphasizes asset allocation across equities and fixed income, with use of ETFs, mutual funds, and defined outcome strategies, aiming to balance growth and risk according to client-specific goals. The firm prioritizes financial planning, income generation, capital preservation, and tax efficiency, actively managing portfolios for discretionary and non-discretionary accounts while adjusting to market conditions.
Top Holdings
Equity Positions (186)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FELC | FIDELITY COVINGTON TRUST | 13.41% | $92.8M | 2,491,138 | $32.90 | $37.27 | +$16.1M |
A ACIO | ETF SER SOLUTIONS | 10.27% | $71.1M | 1,638,109 | $40.25 | $43.43 | +$10.1M |
D DRSK | ETF SER SOLUTIONS | 6.55% | $45.4M | 1,573,643 | $28.02 | $28.83 | +$4.6M |
F FENI | FIDELITY COVINGTON TRUST | 5.93% | $41.1M | 1,164,922 | $30.39 | $35.28 | +$6.2M |
F FBND | FIDELITY MERRIMACK STR TR | 4.46% | $30.9M | 667,679 | $45.80 | $46.24 | +$3.1M |