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AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
CRD 290043File 801-111963
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.33B
Top 25% of cohort (national)
Discretionary AUM
$2.33B
Non-discretionary $27K
Clients
4,107
6,678 accounts
Employees
105
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 30, 2017
- Principal office
- 4400 MAIN STREET, KANSAS CITY, MO, 64111-7709
- Phone
- 816-531-5575
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.33B
- Discretionary AUM
- $2.33B
- Non-discretionary AUM
- $27K
- Discretionary accounts
- 6,673
- Non-discretionary accounts
- 5
- Total accounts
- 6,678
- AUM per client
- $568K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $412K |
| Individuals (other than high net worth individuals) | 4,098 | $2.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.