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Kevin Hart Kornfield & Company, Inc. (Lancaster)


Kevin Hart Kornfield & Company, Inc. is a mid-sized advisory firm based in Lancaster. It manages $40.25 million of regulatory assets for 260 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Pennsylvania.




Kevin Hart Kornfield & Company provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kevin Hart Kornfield & Company: assets under management

The assets under management (AUM) of Kevin Hart Kornfield & Company, Inc. is $40.25 million. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.11 million in discretionary accounts and $2.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $25.49 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kevin Hart Kornfield & Company, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lancaster

The principal office where Kevin Hart Kornfield & Company, Inc. performs its advisory services is located at 2137 Embassy Drive, Lancaster, PA 17603 2877 The mailing address of the firm is P.O. Box 6423, Lancaster, PA 17607 6423. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-392-0002 or by fax 717-392-0186. The normal business hours are 8:00 a.m. - 4:30 p.m. on Monday - Friday.


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