KOSS-OLINGER CONSULTING, LLC.
Firm details
- Headquarters
- GAINESVILLE, Florida
- CRD number
- 111855
- Registered since
- November 24, 2000
- Website
- www.kossolinger.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.74%
- Individuals3.63%
- Pension & Profit Sharing Plans3.07%
- Corporations / Businesses2.45%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Koss-Olinger Consulting, LLC is an independent, SEC-registered RIA formed in 2000 and organized as an LLC under individual ownership. The firm serves both high-net-worth individuals and institutional clients and acts as a capital allocator that also selects outside managers for client portfolios. Its fee model combines percentage-of-AUM and fixed-fee arrangements. Core advisory capabilities listed by the firm include financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting services, and manager selection. The firm does not position itself as an active ESG investor and is affiliated with an insurance company. Koss-Olinger was named among America’s Top RIA Firms by Forbes in 2023 and again in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities11%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1THOMAS KENNEDY
Chief Compliance OfficerCRD 2760150
Contacts
3 of 18Mitchell Hay
Lead AdvisorCRD 6344587
Hartley Carlson
Associate AdvisorCRD 7288496
KIRK KLEIN
Managing PartnerCRD 2260326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$1.2B in ETFs
90%
$1.1B
10%
$122M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $269M | 10,490,753 | 21.58% |
Location
GAINESVILLE, FL
ALACHUA
Location
GAINESVILLE, FL
Headquartered in GAINESVILLE, FL, anchoring the Gainesville-Lake City, FL metro in the South.
- Metro area
- Gainesville-Lake City, FL
- Region
- South
- County
- ALACHUA
- Address
- 2700 NW 43rd St
- Time zone
- ET (UTC-5)
- Office locations
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