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Von Kohorn Research & Advisory, Inc. (Westport)


Von Kohorn Research & Advisory, Inc. is an adviser based in Westport. It manages $30.98 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Connecticut.

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Von Kohorn Research & Advisory provides portfolio management for individuals and small businesses and registrant provides investment advice to private investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Von Kohorn Research & Advisory: assets under management

The assets under management (AUM) of Von Kohorn Research & Advisory, Inc. is $30.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.87 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Von Kohorn Research & Advisory, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westport

The principal office where Von Kohorn Research & Advisory, Inc. performs its advisory services is located at 225 Main Street, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-454-3200 or by fax 203-226-1636. The normal business hours are 9-5pm on Monday - Friday. You can find more information about the New York firm at vkra.com.


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