RIA Intel›Advisers›Florida›KOSS-OLINGER CONSULTING, LLC.

KOSS-OLINGER CONSULTING, LLC.

Advisory

N·GAINESVILLE, FL

Data as of Apr 10, 2026 · Source: SEC Form ADV

Total AUM

$2.2B

1-Year AUM Growth

+23.2%

3-Year CAGR

+18.4%

Employees

15

Assets Under Management

Total AUM$2.2B

Discretionary AUM$2.0B

Non-Discretionary AUM$184M

Discretionary %91.7%

Total Clients727

Team

Total Employees15

Investment Advisers30

Employee Growth (1Y)+7.7%

Filing History

Total Filings on Record45

First FilingMar 29, 2001

Latest FilingApr 10, 2026

🔒 Full AUM trend chart and 45 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KOSS-OLINGER CONSULTING, LLC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.