GAINESVILLE, FLCRD 111855Latest ADV April 10, 2026
Koss-Olinger Consulting, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gainesville, FL. Its latest Form ADV filing, dated April 10, 2026, reports $2.2B in regulatory assets under management, 30 employees, 1 office, and 2,920 accounts.
Assets Under Management
$2.2B
Employees
30
Offices
1 office
Total Clients
679
Primary office
GAINESVILLE, FL
2700-A NW 43RD STREET, GAINESVILLE, FL, United States
Top client segmentHNWI represent 55.7% of total clients.
Top client categories% of clientsClients
1
HNWI
55.7%
378
2
Individuals
40.1%
272
3
Pension Plans
2.9%
20
4
Corporations
0.7%
5
5
Charitable
0.6%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of April 10, 2026
Discretionary91.7%
$2.0B
92% of total RAUM91.7%
Non-discretionary8.3%
$184M
8% of total RAUM8.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts2,920
10Y AUM Change+$1.6B (+272.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee23:1
10Y Employee Change+5 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.