Firm profile

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

KANSAS CITY, MOCRD 290043Latest ADV March 31, 2026

American Century Investments Private Client Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kansas City, MO. Its latest Form ADV filing, dated March 31, 2026, reports $2.3B in regulatory assets under management, 105 employees, 5 offices, and 6,678 accounts.

Assets Under Management
$2.3B
Employees
105
Offices
5 offices
Total Clients
4,107
Primary office
KANSAS CITY, MO
4400 MAIN STREET, KANSAS CITY, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOAmy D. Shelton
CFOPatrick T. Bannigan

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 99.8% of total clients.
Top client categories% of clientsClients
1
Individuals
99.8%
4,098
2
Corporations
0.2%
9

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.3Bas of March 31, 2026
Discretionary100.0%
$2.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$27K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.3B
Total Accounts6,678
10Y AUM Change+$2.3B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees105
Clients per Employee39:1
10Y Employee Change+65 (+162.5%)

* 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.