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 organized as an LLC and operating as a capital allocator to both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting services and the selection of third‑party advisers. Its client fee mix includes percentage‑of‑AUM and fixed fees. Koss‑Olinger reports that it is not an active ESG investor. The firm has been recognized by Forbes on its Top RIA Firms lists in both 2023 and 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 1
Thomas Kennedy
Chief Compliance OfficerCRD 2760150
Contacts
3 of 18
Mitchell 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 114Active vs passive
$1.4B in ETFs
91%
$1.3B
9%
$128M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $377M | 12,808,366 | 26.19% |
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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