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KOSS-OLINGER CONSULTING, LLC.
CRD 111855File 801-58175
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.23B
Top 25% of cohort (national)
Discretionary AUM
$2.04B
Non-discretionary $184.0M
Clients
679
2,920 accounts
Employees
30
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 34 | 30 | decreased by4 |
| Apr 1, 2026 | Clients | 727 | 679 | decreased by48 |
| Apr 1, 2026 | AUM | $2,083,486,916 | $2,228,866,700 | increased by$145,379,784 |
| Apr 1, 2026 | Accounts | 3,083 | 2,920 | decreased by163 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 34 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 709 | 727 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,441,841,282 | $2,083,486,916 | increased by$641,645,634 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,694 | 3,083 | increased by389 |
| May 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Employees | 28 | 32 | increased by4 |
| Apr 1, 2022 | Clients | 800 | 709 | decreased by91 |
| Apr 1, 2022 | AUM | $1,128,034,659 | $1,441,841,282 | increased by$313,806,623 |
| Apr 1, 2022 | Accounts | 2,784 | 2,694 | decreased by90 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KOSS-OLINGER CONSULTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KOSS-OLINGER CONSULTING” may also match similarly-named firms). Confirm identity against each filing.
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.