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KOSS-OLINGER CONSULTING, LLC.
CRD 111855 · SEC 801-58175
2700-A NW 43RD STREET, GAINESVILLE, FL, 32606, United States
Phone
352-373-3337
Fax
352-373-1864
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.23B
Discretionary AUM
$2.04B
Team
30 total employees; 15 advisory reps; 7 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 272 | $80.9M |
| High net worth individuals | 378 | $2.02B |
| Pension/profit sharing plans | 20 | $68.4M |
| Charitable organizations | 4 | $2.5M |
| Corporations/business entities | 5 | $54.6M |
States served
AR, GA, IL, LA, MA, NV, NY, NC, OH, OK, SC, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD