Kornitzer Capital Management, Inc.

RIASEC Registered
Total AUM
$6.5B
Discretionary
$6.4B
98% of AUM
Avg account
$1.3M
Accounts
5,080
Employees
41
Advisory reps
15

Firm details

Headquarters
Mission, Kansas
CRD number
111087
Registered since
August 4, 1989
Custodians
GREAT PLAINS TRUST COMPANY
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies50.78%
  • HNWI43.86%
  • Individuals1.87%
  • Pension & Profit Sharing Plans1.35%
  • Charitable Organizations1.16%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kornitzer Capital Management, Inc. is a corporation that operates as an institutional registered investment adviser. The firm is SEC registered (initial registration year 1989) and is owned by an individual. It functions as a capital allocator, providing portfolio management across client types — individuals and families as well as institutional clients — and offers fee arrangements based on a percentage of assets under management and fixed fees. Advisory services explicitly include portfolio management for individuals and small businesses, for investment companies, and for other businesses or institutions. Kornitzer does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 10%, US Government Bonds 3%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents10%
  • US Government Bonds3%
  • Investment Grade Corp Bonds1%
  • Public Funds/Mutual Funds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$17M in ETFs

Passive

100%

$17M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$4.1M5,82223.99%

Location

Primary office

Mission, KS

Johnson

Location

Mission, KS

Headquartered in Mission, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
5420 W 61st Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth