LP Profile

Koss-Olinger Consulting

Also known as koss olinger consulting

Wealth ManagerGainesville, United StatesFounded 1969
$2.2B
Assets Under Management
Gainesville
Headquarters
Investment Focus

About Koss-Olinger Consulting

Koss Olinger is a wealth management firm based in Gainesville, Florida, with more than 50 years of history, and reports about $2.2 billion in assets under management. It serves high-net-worth families and states that it takes on fewer than 15 new such families per year. The firm uses a team-based approach in which several advisors support each client, with three generations of advisors on staff. Its services cover wealth management, business sale planning and legacy planning, and it uses a planning process called the Wealth Navigator System.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Koss-Olinger Consulting from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.2B
Total Clients
2,920
Filing Date
April 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Koss-Olinger Consulting across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Koss-Olinger Consulting?

Koss-Olinger Consulting is a wealth manager based in Gainesville, United States, managing approximately $2.2B in assets.

Where is Koss-Olinger Consulting headquartered?

Koss-Olinger Consulting is headquartered in Gainesville, United States.

How much does Koss-Olinger Consulting manage?

Koss-Olinger Consulting manages approximately $2.2B in assets under management.

When was Koss-Olinger Consulting founded?

Koss-Olinger Consulting was founded in 1969.

How can I contact Koss-Olinger Consulting?

Verified contact details, key decision-makers, and investment preferences for Koss-Olinger Consulting are available on LPbacked. Create a free account to access them.