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American Century Investments Private Client Group, Inc.

● SEC registered since 2017CRD 290043SEC# 801-111963Kansas City, MO
Export (members)
Reg. AUM
$2.33B
Employees
105
Accounts
6,678
Location
Kansas City, MO

American Century Investments Private Client Group, Inc. assets under management

American Century Investments Private Client Group, Inc. is a registered investment adviser overseen by the SEC based in Kansas City, MO. The firm has been registered since 2017. It reports $2.3 billion in regulatory assets under management and employs 105 people.

American Century Investments Private Client Group, Inc. owners & executives

13 reported
NameTitleOwnershipSince
American Century Companies, Inc. ControlShareholderOver 75%2017
Amy Diane Shelton ControlChief Compliance OfficerUnder 5%2017
Daniel K Richardson ControlDirectorUnder 5%2017
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Frequently asked questions

How much does American Century Investments Private Client Group, Inc. manage?

American Century Investments Private Client Group, Inc. reports $2.3 billion in regulatory assets under management on its Form ADV.

How many employees does American Century Investments Private Client Group, Inc. have?

American Century Investments Private Client Group, Inc. reports 105 employees.

Where is American Century Investments Private Client Group, Inc. located?

American Century Investments Private Client Group, Inc. is based in Kansas City, MO and has been SEC-registered since 2017.

Does American Century Investments Private Client Group, Inc. disclose fund performance?

American Century Investments Private Client Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4400 Main Street, Kansas City, MO 64111-7709
Phone816-531-5575
Fax816-340-4964
Office hours8:00 A.M To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.33B▲ 17%
Mar '25 — $1.99BApr '25 — $1.99BMay '25 — $1.99BJun '25 — $1.99BJul '25 — $1.99BAug '25 — $1.99BSep '25 — $1.99BOct '25 — $1.99BNov '25 — $1.99BDec '25 — $1.99BJan '26 — $1.99BFeb '26 — $1.99BMar '26 — $2.33BApr '26 — $2.33BMay '26 — $2.33BJun '26 — $2.33B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$2.33Bregulatory AUM
Discretionary $2.33BNon-discretionary $27K