VON KOHORN RESEARCH & ADVISORY, INC.

Overview

Von Kohorn Research & Advisory, Inc. is a small, individual-owned investment adviser organized as a corporation that focuses on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and may use performance-based fees, and it runs separate managed accounts (SMAs) with an equity orientation. Its filings show a clear preference for exchange-traded equities as the primary building blocks of client portfolios, and the adviser is not listed as an active ESG investor, pension consultant, or multi-state adviser. Strategy and implementation emphasize liquid, exchange-traded exposure delivered through discretionary SMA structures. The firm’s custody and execution arrangement with Interactive Brokers LLC supports active trading, broad market access, and low-cost implementation—features consistent with a manager that favors equities and potentially event-driven or tactical adjustments. The firm reports allocating capital to private equity/private placements as an alternative complement to its public equity focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices