Kornitzer Capital Management, Inc
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Overview
Kornitzer Capital Management, Inc is a financial advisor company that has its headquarters in Mission, Kansas. The firm controls $7.3 billion in total assets over 4,983 client accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). The company has a small team, including 24 financial advisors. Kornitzer Capital Management, Inc is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as bonds, stocks and options.
Kornitzer Capital Management, Inc manages most of the company's client assets on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell choices for the client's account without requiring the client's consent. The firm also manages 227 non-discretionary accounts totaling $111.1 million in AUM. The advisory firm's average account size is $1.5 million. An average financial advisor at Kornitzer Capital Management, Inc oversees about 208 client accounts.
The company's headquarters is at 5420 West 61St Place, Mission, Kansas 66205-3084. The firm is legally permitted to provide services to clients throughout 42 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kornitzer Capital Management, Inc by the Numbers
$7.3 billion
39
4,983
$1.5 million
Fee Structure
Financial advisory fees typically depend on which services the firm provides the client. However, fees charged by the firm most likely include the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Kornitzer Capital Management, Inc works with a broad range of investors. Kornitzer Capital Management, Inc caters to retail investors, high net worth investors, investment companies, pension plans, charitable organizations and corporations. Out of its 4,983 customers, Kornitzer Capital Management, Inc's largest client is retail investors, although it also caters to 660 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 33.57%
- Other Individuals - 58.24%
- Corporations - 6.31%
- Charitable Organizations - 1.88%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kornitzer Capital Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Kornitzer Capital Management, Inc
Mission, KS
Mission, KS
Mission, KS
Mission, KS
Mission, KS
Mission, KS
Mission, KS
Mission, KS
Mission, KS
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