KOSS-OLINGER CONSULTING, LLC.

CRD 111855File 801-58175

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Apr 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.23B

Top 25% of cohort (national)

Discretionary AUM

$2.04B

Non-discretionary $184.0M

Clients

679

2,920 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Nov 24, 2000
Principal office: 2700-A NW 43RD STREET, GAINESVILLE, FL, 32606
Phone: 352-373-3337
Website: HTTP://WWW.KOSSOLINGER.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.23B
Discretionary AUM: $2.04B
Non-discretionary AUM: $184.0M
Discretionary accounts: 2,629
Non-discretionary accounts: 291
Total accounts: 2,920
AUM per client: $3.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$54.6M
Charitable organizations	4	$2.5M
High net worth individuals	378	$2.02B
Pension and profit sharing plans	20	$68.4M
Individuals (other than high net worth individuals)	272	$80.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11H2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.