J.W. Korth & Company

Overview

J.W. Korth & Company is a Broker Dealer and registered investment adviser based in Lansing, MI, registered since 1990. It reports $229M in assets under management across 14 accounts, with 20 employees. Its 17 registered representatives work across 2 branch offices in 2 states.

Reported AUM

$229M

Discretionary

16%

Accounts

14

Average account

$16.3M

Employees

20

Registered reps

17

Branch offices

2

Registered since

1990

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Commissions and Percentage of Assets

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Inter-Dealer Markers in Corporate Securities
• Investment Advisory Services
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Private Placements
• 7 more

Executive officers 3 of 4

• Holly Christina Macdonald-korth Financial and Operations Principal, Managing Director CRD 5270817
• James Wilder Korth Managing Partner CRD 1091113
• Pamela Jean Hipp Managing Director of Fixed Income Trading, Managing Director, Fixed Income Trading CRD 2783224

1 more executive officer, with direct contact details

Registered reps 3 of 17

• Gregory Steven Alkhas Registered Rep CRD 4822711
• Nicholas Witham Diehl Registered Rep CRD 6579879
• Justin Robert Dillon Registered Rep · Investment Adviser Rep CRD 4519507

14 more registered reps, with emails, phones and branch locations

Location

Headquarters

6500 Centurion Dr Ste 250
Lansing, MI 48917

County

Eaton

Metro area

Lansing-East Lansing, MI

Region

Midwest

Branch offices

2 in 2 states, including Coral Gables, FL

Registrations

• SEC registered, partnership formed in Michigan
• Registered in 23 jurisdictions
• Website: jwkorth.com

Every state, with registration dates

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