# Koss-Olinger Consulting, LLC.

> 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.

- CRD: 111855
- Filed as: KOSS-OLINGER CONSULTING, LLC.
- Also doing business as: KOSS OLINGER CONSULTING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gainesville, FL
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111855
- AdvisorCensus page: https://advisorcensus.com/firm/koss-olinger-consulting-llc-gainesville-fl-111855

## Quick answers

**How is Koss-Olinger Consulting, LLC. compensated?**
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.

**Where is Koss-Olinger Consulting, LLC. located?**
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).

**Is Koss-Olinger Consulting, LLC. registered with the SEC or a state?**
Koss-Olinger Consulting, LLC. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111855.

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

**How have Koss-Olinger Consulting, LLC.'s assets and staff changed since 2021?**
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.

**What types of clients does Koss-Olinger Consulting, LLC. serve?**
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).

**Which custodians does Koss-Olinger Consulting, LLC. use?**
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.

**Does Koss-Olinger Consulting, LLC. report any disciplinary disclosures?**
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

**What changed in Koss-Olinger Consulting, LLC.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,228,866,700
- Discretionary: $2,044,823,254
- Non-discretionary: $184,043,446

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 272 | $80,947,374 |
| High net worth individuals | 378 | $2,022,405,632 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $68,416,235 |
| Charitable organizations | 4 | $2,513,230 |
| Corporations or other businesses not listed above | 5 | $54,584,229 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (25 years)
- Employees: 30 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, GA, IL, LA, MA, MO, NC, NV, NY, OH, OK, SC, TN, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): 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)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111855

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Greenville, SC

### Websites listed on Form ADV (Item 1.I)
- kossolinger.com
- Facebook @kossolinger
- LinkedIn @kossolinger

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,128,034,659 | 28 | March 30, 2021 |
| October 2022 | $1,441,841,282 | 32 | April 14, 2022 |
| October 2023 | $1,516,894,249 | 30 | March 31, 2023 |
| October 2024 | $1,869,130,545 | 34 | March 28, 2024 |
| October 2025 | $2,083,486,916 | 34 | July 24, 2025 |
| October 2026 | $2,228,866,700 | 30 | April 10, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 15.
- Updated its list of owners and control persons (Schedule A).

### 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. Koss-Olinger Consulting, LLC. (CRD 111855): Form ADV filing data as of October 2026.