{
  "crd_number": 111855,
  "slug": "koss-olinger-consulting-llc-gainesville-fl-111855",
  "primary_business_name": "KOSS-OLINGER CONSULTING, LLC.",
  "legal_name": "KOSS-OLINGER CONSULTING, LLC.",
  "dbas": [
    "KOSS OLINGER CONSULTING, LLC"
  ],
  "city": "Gainesville",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "23540",
  "metro": {
    "cbsa_code": "23540",
    "common_name": "Gainesville",
    "msa_name": "Gainesville, FL",
    "path": "/advisors/fl/gainesville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-11-24",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-04-10",
  "carried_forward": false,
  "raum_total": 2228866700.0,
  "raum_discretionary": 2044823254.0,
  "raum_non_discretionary": 184043446.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 30,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 2513230.0,
      "count": 4
    },
    "individuals": {
      "raum": 80947374.0,
      "count": 272
    },
    "pension_profit_sharing": {
      "raum": 68416235.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 2022405632.0,
      "count": 378
    },
    "corporations_other_businesses": {
      "raum": 54584229.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AR",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MO",
    "NC",
    "NV",
    "NY",
    "OH",
    "OK",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/kossolinger",
    "https://kossolinger.com",
    "https://linkedin.com/company/kossolinger"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111855",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "GAINESVILLE",
  "url": "https://advisorcensus.com/firm/koss-olinger-consulting-llc-gainesville-fl-111855",
  "display_name": "Koss-Olinger Consulting, LLC.",
  "summary": "Koss-Olinger Consulting, LLC. is an SEC-registered investment advisory firm in Gainesville, FL, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 10, 2026.",
  "citation": "AdvisorCensus. Koss-Olinger Consulting, LLC. (CRD 111855): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Koss-Olinger Consulting, LLC. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Koss-Olinger Consulting, LLC. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Koss-Olinger Consulting, LLC. located?",
      "a": "Koss-Olinger Consulting, LLC.'s principal office is in Gainesville, FL, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Koss-Olinger Consulting, LLC. registered with the SEC or a state?",
      "a": "Koss-Olinger Consulting, LLC. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111855."
    },
    {
      "q": "How much does Koss-Olinger Consulting, LLC. manage?",
      "a": "Koss-Olinger Consulting, LLC. reports $2,228,866,700 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (92% discretionary)."
    },
    {
      "q": "How have Koss-Olinger Consulting, LLC.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Koss-Olinger Consulting, LLC.: Regulatory assets under management: $1,128,034,659 in the October 2021 data and $2,228,866,700 in the October 2026 data, up 98%. Total employees: 28 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Koss-Olinger Consulting, LLC. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (378); individuals (other than high net worth individuals) (272); pension and profit sharing plans (but not the plan participants or government pension plans) (20)."
    },
    {
      "q": "Which custodians does Koss-Olinger Consulting, LLC. use?",
      "a": "Koss-Olinger Consulting, LLC.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Koss-Olinger Consulting, LLC. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111855"
    },
    {
      "q": "What changed in Koss-Olinger Consulting, LLC.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 14 to 15. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1128034659.0,
      "total_employees": 28,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1441841282.0,
      "total_employees": 32,
      "filing_date": "2022-04-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1516894249.0,
      "total_employees": 30,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1869130545.0,
      "total_employees": 34,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2083486916.0,
      "total_employees": 34,
      "filing_date": "2025-07-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2228866700.0,
      "total_employees": 30,
      "filing_date": "2026-04-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 15.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/koss-olinger-consulting-llc-gainesville-fl-111855.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 272,
      "fewer_than_5": false,
      "raum": 80947374.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 378,
      "fewer_than_5": false,
      "raum": 2022405632.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 68416235.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 2513230.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 54584229.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111855",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}