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Koss-Olinger Consulting, LLC.

● SEC registered since 2000CRD 111855SEC# 801-58175Gainesville, FL
Export (members)
Reg. AUM
$2.23B
Employees
30
Accounts
2,920
Location
Gainesville, FL

Koss-Olinger Consulting, LLC. assets under management

Koss-Olinger Consulting, LLC. is a registered investment adviser overseen by the SEC based in Gainesville, FL. The firm has been registered since 2000. It reports $2.2 billion in regulatory assets under management and employs 30 people.
www.kossolinger.comView on SEC.gov ↗

Koss-Olinger Consulting, LLC. owners & executives

4 reported
NameTitleOwnershipSince
Brian Earl Watson ControlManaging Member25-50%2009
Kirk Edward Klein ControlManaging Member25-50%2009
Thomas Gordon KennedyChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Koss-Olinger Consulting, LLC. manage?

Koss-Olinger Consulting, LLC. reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Koss-Olinger Consulting, LLC. have?

Koss-Olinger Consulting, LLC. reports 30 employees.

Where is Koss-Olinger Consulting, LLC. located?

Koss-Olinger Consulting, LLC. is based in Gainesville, FL and has been SEC-registered since 2000.

Does Koss-Olinger Consulting, LLC. disclose fund performance?

Koss-Olinger Consulting, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2700-A NW 43rd Street, Gainesville, FL 32606
Phone352-373-3337
Fax352-373-1864
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1861163
Discloses disciplinary historyYes

Regulatory AUM

$2.23B▲ 7%
Mar '25 — $2.08BApr '25 — $2.08BMay '25 — $2.08BJun '25 — $2.08BJul '25 — $2.08BAug '25 — $2.08BSep '25 — $2.08BOct '25 — $2.08BNov '25 — $2.08BDec '25 — $2.08BJan '26 — $2.08BFeb '26 — $2.08BMar '26 — $2.23BApr '26 — $2.23BMay '26 — $2.23BJun '26 — $2.23B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers

Assets under management

$2.23Bregulatory AUM
Discretionary $2.04BNon-discretionary $184M