# 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.

- CRD: 290043
- Filed as: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
- Also doing business as: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290043
- AdvisorCensus page: https://advisorcensus.com/firm/american-century-investments-private-client-group-inc-kansas-city-mo-290043

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Up to $5,000,000: 0.9% a year
- Above $5,000,000: 0.7% a year

> Annual Investment Advisory Fee (“Advisory Fee”) Schedule: First $5 million 0.90% Over $5 million 0.70%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,332,399,868
- Discretionary: $2,332,373,279
- Non-discretionary: $26,589

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,098 | $2,331,987,820 |
| Corporations or other businesses not listed above | 9 | $412,048 |

### 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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 105 total, 0 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Kansas City, MO
- Leawood, KS
- Morristown, NJ
- New York, NY
- Santa Clara, CA

### Websites listed on Form ADV (Item 1.I)
- americancentury.com
- investor.pershing.com
- Facebook @AMERICANCENTURY
- Instagram @AMERICANCENTURY
- LinkedIn @AMERICAN-CENTURY-INVESTMENTS
- X @AMERICANCENTURY
- YouTube @AmericanCentury

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,268,274,938 | 85 | June 2, 2021 |
| October 2022 | $1,484,133,511 | 77 | March 30, 2022 |
| October 2023 | $1,487,904,544 | 82 | March 31, 2023 |
| October 2024 | $1,866,781,488 | 102 | April 5, 2024 |
| October 2025 | $1,987,005,678 | 94 | March 31, 2025 |
| October 2026 | $2,332,399,868 | 105 | March 31, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Century Investments Private Client Group, Inc. (CRD 290043): Form ADV filing data as of October 2026.