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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 94 | 105 | increased by11 |
| Apr 1, 2026 | Clients | 3,847 | 4,107 | increased by260 |
| Apr 1, 2026 | AUM | $1,987,005,678 | $2,332,399,868 | increased by$345,394,190 |
| Apr 1, 2026 | Accounts | 6,044 | 6,678 | increased by634 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 77 | 94 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,257 | 3,847 | increased by590 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,484,133,511 | $1,987,005,678 | increased by$502,872,167 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,257 | 6,044 | increased by2,787 |
| Apr 1, 2022 | Employees | 85 | 77 | decreased by8 |
| Apr 1, 2022 | Clients | 2,723 | 3,257 | increased by534 |
| Apr 1, 2022 | AUM | $1,268,274,938 | $1,484,133,511 | increased by$215,858,573 |
| Apr 1, 2022 | Accounts | 2,723 | 3,257 | increased by534 |
| 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 “AMERICAN CENTURY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERICAN CENTURY” 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.