Wealth manager, independent · Gainesville, FL
Koss-Olinger Consulting, LLC.
SEC-registered investment adviser · CRD 111855 · SEC 801-58175
At a glance
Koss-Olinger Consulting, LLC. is an SEC-registered investment adviser based in Gainesville, Florida, with $2.2B in regulatory assets under management as of its Form ADV filed April 10, 2026. It reports 650 individual clients, 378 of them high-net-worth, holding an average of about $3.2 million each, and 30 employees. That ranks it 499th among the nation’s 5,657 independent wealth management RIAs and 26th of 343 in Florida. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 352-373-3337kossolinger.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among independent wealth managers
- #499 of 5,657
- Rank among all SEC RIAs
- #3,413 of 17,210
- Rank in Florida
- #26 of 343
- Individual clients
- 650
- High-net-worth clients
- 378
- Accounts
- 2,920
- Discretionary
- 92% of AUM
- Employees
- 30
- Advisory staff
- 15
- Offices
- 2
Owners and executives on its Form ADV
- Kirk E. KleinManaging Member
- William J. RossiManaging Member
- Brian E. WatsonManaging Member
- Thomas G. KennedyChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Koss-Olinger Consulting, LLC. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Valmark Securities as the broker-dealer its advisers are registered with.
Some of our investment adviser representatives (“IARs”) are also registered representatives of Valmark Securities, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 378 | $2.0B | 91% |
| Individuals | 272 | $81M | 4% |
| Pension and profit sharing plans | 20 | $68M | 3% |
| Corporations or other businesses | 5 | $55M | 2% |
| Charitable organizations | 4 | $3M | <1% |
Disciplinary disclosures
Koss-Olinger Consulting, LLC. answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗kossolinger.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| International Assets Investment Management, LLCOrlando | $2.6B | 5,871 |
| Jaffe Tilchin Investment Partners, LLCTampa | $2.4B | 1,704 |
| Fidelis CapitalTampa | $2.3B | 218 |
| Heritage Investment Group, Inc.Pompano Beach | $2.2B | 894 |
| Suncoast Equity Management, LLCTampa | $2.1B | 838 |
| Indivisible PartnersClearwater | $2.1B | 534 |
Background
Questions
How much does Koss-Olinger Consulting, LLC. manage?
Koss-Olinger Consulting, LLC. reports $2.2B in regulatory assets under management across 2,920 accounts, 92% of it on a discretionary basis, on its Form ADV filed April 10, 2026.
How many clients does Koss-Olinger Consulting, LLC. have?
It reports 650 individual clients: 378 high-net-worth individuals and 272 other individuals. Individuals account for about 94% of its regulatory assets.
Where is Koss-Olinger Consulting, LLC. headquartered?
Its main office is in Gainesville, Florida. It reports 2 offices in total and 30 employees, 15 of whom perform investment advisory functions.
How does Koss-Olinger Consulting, LLC. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Koss-Olinger Consulting, LLC. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed April 10, 2026, it reports these amounts held: Charles Schwab ($2.0B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Koss-Olinger Consulting, LLC. a hybrid RIA with a broker-dealer?
Koss-Olinger Consulting, LLC. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Koss-Olinger Consulting, LLC. a fiduciary?
As an SEC-registered investment adviser, Koss-Olinger Consulting, LLC. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Koss-Olinger Consulting, LLC.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →