AdvisorCensus / Financial advisors / Missouri / Kansas City / American Century Investments Private Client Group, Inc.
American Century Investments Private Client Group, Inc.
Filed as AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
American Century Investments Private Client Group, Inc. is an SEC-registered investment advisory firm in Kansas City, MO, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is American Century Investments Private Client Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), American Century Investments Private Client Group, Inc. reports these compensation arrangements: a percentage of assets under its management.
What does American Century Investments Private Client Group, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $5,000,000: 0.9% a year; Above $5,000,000: 0.7% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is American Century Investments Private Client Group, Inc. located?
American Century Investments Private Client Group, Inc.'s principal office is in Kansas City, MO, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is American Century Investments Private Client Group, Inc. registered with the SEC or a state?
American Century Investments Private Client Group, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290043.
How much does American Century Investments Private Client Group, Inc. manage?
American Century Investments Private Client Group, Inc. reports $2,332,399,868 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have American Century Investments Private Client Group, Inc.'s assets and staff changed since 2021?
In the Form ADV data for American Century Investments Private Client Group, Inc.: Regulatory assets under management: $1,268,274,938 in the October 2021 data and $2,332,399,868 in the October 2026 data, up 84%. Total employees: 85 in October 2021 and 105 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does American Century Investments Private Client Group, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,098); corporations or other businesses not listed above (9).
Does American Century Investments Private Client Group, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290043
What changed in American Century Investments Private Client Group, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,987,005,678 to $2,332,399,868 (+17%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $5,000,000 | 0.9% |
| Above $5,000,000 | 0.7% |
The brochure's wording
Annual Investment Advisory Fee (“Advisory Fee”) Schedule: First $5 million 0.90% Over $5 million 0.70%
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,332,399,868 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Also doing business as
- AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (8 years)
- Employees
- Total: 105. Performing investment advisory functions: 0.
- Wrap fee program participation
- Yes.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the April 2026 filing
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,332,399,868 | 105 | March 31, 2026 |
| October 2025 | $1,987,005,678 | 94 | March 31, 2025 |
| October 2024 | $1,866,781,488 | 102 | April 5, 2024 |
| October 2023 | $1,487,904,544 | 82 | March 31, 2023 |
| October 2022 | $1,484,133,511 | 77 | March 30, 2022 |
| October 2021 | $1,268,274,938 | 85 | June 2, 2021 |
Regulatory assets under management: $1,268,274,938 in the October 2021 data and $2,332,399,868 in the October 2026 data, up 84%.
Total employees: 85 in October 2021 and 105 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,987,005,678 to $2,332,399,868 (+17%).
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. American Century Investments Private Client Group, Inc. (CRD 290043): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/american-century-investments-private-client-group-inc-kansas-city-mo-290043