American Century Investments Private Client Group, Inc.

Overview

American Century Investments Private Client Group, Inc. is an independent registered investment adviser that began SEC registration in 2017. The firm serves both individual and family clients as well as institutional relationships and charges fees based on a percentage of assets under management. Its advisory offering includes financial planning, portfolio management for individuals, small businesses and institutions, plus publication of periodicals/newsletters and educational seminars or workshops. The firm notes relationships or affiliations across broker‑dealer, other investment adviser, accounting, and law firm channels, and it also acts as sponsor/GP/managing member of pooled investment vehicles. It does not identify as an active ESG investor and is not presented as a capital allocator.

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