KOSS-OLINGER CONSULTING, LLC.
CRD #111855 SEC #801-58175 GAINESVILLE, FL 352-373-3337
SEC Registered
Total AUM
$2.1B
Discretionary
$1.9B
Employees
34
Clients
--
Accounts
3,083
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.1B | $1.9B | $145.5M | 34 | 10 |
| Dec 2025 | $2.1B | $1.9B | $145.5M | 34 | 10 |
| Oct 2025 | $2.1B | $1.9B | $145.5M | 34 | 10 |
| Jul 2025 | $2.1B | $1.9B | $145.5M | 34 | 10 |
| Jul 2025 | $2.1B | $1.9B | $145.5M | 34 | 10 |
| Jun 2025 | $2.1B | $1.9B | $145.5M | 34 | 10 |
| Jun 2025 | $2.1B | $1.9B | $145.5M | 34 | 10 |
| May 2025 | $2.1B | $1.9B | $145.5M | 34 | 10 |
| Apr 2025 | $2.1B | $1.9B | $145.5M | 34 | 10 |
| Apr 2025 | $2.1B | $1.9B | $145.5M | 34 | 10 |
| Mar 2025 | $2.1B | $1.9B | $145.5M | 34 | 10 |
| Mar 2024 | $1.9B | $1.7B | $138.8M | 34 | 10 |
| Mar 2023 | $1.5B | $1.4B | $117.7M | 30 | 6 |
| Apr 2022 | $1.4B | $1.3B | $189.7M | 32 | 6 |
| Apr 2022 | $1.4B | $1.3B | $189.7M | 32 | 6 |
| Mar 2022 | $1.4B | $1.3B | $189.7M | 32 | 6 |
| Mar 2021 | $1.1B | $948.4M | $179.7M | 28 | 0 |
| Jun 2020 | $909.6M | $752.3M | $157.3M | 26 | 0 |
| Mar 2020 | $909.6M | $752.3M | $157.3M | 26 | 0 |
| Nov 2019 | $747.8M | $581.3M | $166.5M | 26 | 0 |
| Mar 2019 | $747.8M | $581.3M | $166.5M | 26 | 0 |
| May 2018 | $654.1M | $465.3M | $188.7M | 28 | 0 |
| Mar 2018 | $654.1M | $465.3M | $188.7M | 28 | 0 |
| Jul 2017 | $598.3M | $446.6M | $151.6M | 25 | 500 |
| Mar 2017 | $598.3M | $446.6M | $151.6M | 25 | 500 |
| Mar 2017 | $598.3M | $446.6M | $151.6M | 25 | 500 |
| Feb 2017 | $598.3M | $446.6M | $151.6M | 25 | 500 |
| Apr 2016 | $392.4M | $371.1M | $21.3M | 27 | 500 |
| Mar 2016 | $392.4M | $371.1M | $21.3M | 27 | 500 |
| Mar 2015 | $396.3M | $377.5M | $18.9M | 22 | 500 |
| Sep 2014 | $350.4M | $342.2M | $8.2M | 16 | 500 |
| Apr 2014 | $350.4M | $342.2M | $8.2M | 16 | 500 |
| Mar 2014 | $350.4M | $342.2M | $8.2M | 16 | 500 |
| Mar 2013 | $314.5M | $308.7M | $5.8M | 12 | 500 |
| Mar 2012 | $264.3M | $262.5M | $1.8M | 11 | 500 |
| Mar 2011 | $253.7M | $237.7M | $16M | -- | -- |
| Oct 2009 | $204.3M | $190.1M | $14.2M | -- | -- |
| Oct 2009 | $204.3M | $190.1M | $14.2M | -- | -- |
| Mar 2009 | $182.8M | $176.9M | $5.9M | -- | -- |
| Mar 2008 | $190M | $190M | $0 | -- | -- |
| Mar 2007 | $140M | $0 | $140M | -- | -- |
| Nov 2006 | $110.6M | $0 | $110.6M | 10 | -- |
| Feb 2006 | $75.4M | $0 | $75.4M | 10 | -- |
| Jun 2005 | $75.4M | $0 | $75.4M | 10 | -- |
| Mar 2004 | $51.9M | $0 | $51.9M | 10 | -- |
| Jul 2001 | $39.8M | $0 | $39.8M | 10 | -- |
DateDec 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$145.5M
Employees34
Clients10
DateDec 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$145.5M
Employees34
Clients10
DateOct 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$145.5M
Employees34
Clients10
DateJul 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$145.5M
Employees34
Clients10
DateJul 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$145.5M
Employees34
Clients10
DateJun 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$145.5M
Employees34
Clients10
DateJun 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$145.5M
Employees34
Clients10
DateMay 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$145.5M
Employees34
Clients10
DateApr 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$145.5M
Employees34
Clients10
DateApr 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$145.5M
Employees34
Clients10
DateMar 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$145.5M
Employees34
Clients10
DateMar 2024
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$138.8M
Employees34
Clients10
DateMar 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$117.7M
Employees30
Clients6
DateApr 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$189.7M
Employees32
Clients6
DateApr 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$189.7M
Employees32
Clients6
DateMar 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$189.7M
Employees32
Clients6
DateMar 2021
Total AUM$1.1B
Discretionary$948.4M
Non-Disc.$179.7M
Employees28
Clients0
DateJun 2020
Total AUM$909.6M
Discretionary$752.3M
Non-Disc.$157.3M
Employees26
Clients0
DateMar 2020
Total AUM$909.6M
Discretionary$752.3M
Non-Disc.$157.3M
Employees26
Clients0
DateNov 2019
Total AUM$747.8M
Discretionary$581.3M
Non-Disc.$166.5M
Employees26
Clients0
DateMar 2019
Total AUM$747.8M
Discretionary$581.3M
Non-Disc.$166.5M
Employees26
Clients0
DateMay 2018
Total AUM$654.1M
Discretionary$465.3M
Non-Disc.$188.7M
Employees28
Clients0
DateMar 2018
Total AUM$654.1M
Discretionary$465.3M
Non-Disc.$188.7M
Employees28
Clients0
DateJul 2017
Total AUM$598.3M
Discretionary$446.6M
Non-Disc.$151.6M
Employees25
Clients500
DateMar 2017
Total AUM$598.3M
Discretionary$446.6M
Non-Disc.$151.6M
Employees25
Clients500
DateMar 2017
Total AUM$598.3M
Discretionary$446.6M
Non-Disc.$151.6M
Employees25
Clients500
DateFeb 2017
Total AUM$598.3M
Discretionary$446.6M
Non-Disc.$151.6M
Employees25
Clients500
DateApr 2016
Total AUM$392.4M
Discretionary$371.1M
Non-Disc.$21.3M
Employees27
Clients500
DateMar 2016
Total AUM$392.4M
Discretionary$371.1M
Non-Disc.$21.3M
Employees27
Clients500
DateMar 2015
Total AUM$396.3M
Discretionary$377.5M
Non-Disc.$18.9M
Employees22
Clients500
DateSep 2014
Total AUM$350.4M
Discretionary$342.2M
Non-Disc.$8.2M
Employees16
Clients500
DateApr 2014
Total AUM$350.4M
Discretionary$342.2M
Non-Disc.$8.2M
Employees16
Clients500
DateMar 2014
Total AUM$350.4M
Discretionary$342.2M
Non-Disc.$8.2M
Employees16
Clients500
DateMar 2013
Total AUM$314.5M
Discretionary$308.7M
Non-Disc.$5.8M
Employees12
Clients500
DateMar 2012
Total AUM$264.3M
Discretionary$262.5M
Non-Disc.$1.8M
Employees11
Clients500
DateMar 2011
Total AUM$253.7M
Discretionary$237.7M
Non-Disc.$16M
Employees--
Clients--
DateOct 2009
Total AUM$204.3M
Discretionary$190.1M
Non-Disc.$14.2M
Employees--
Clients--
DateOct 2009
Total AUM$204.3M
Discretionary$190.1M
Non-Disc.$14.2M
Employees--
Clients--
DateMar 2009
Total AUM$182.8M
Discretionary$176.9M
Non-Disc.$5.9M
Employees--
Clients--
DateMar 2008
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees--
Clients--
DateNov 2006
Total AUM$110.6M
Discretionary$0
Non-Disc.$110.6M
Employees10
Clients--
DateFeb 2006
Total AUM$75.4M
Discretionary$0
Non-Disc.$75.4M
Employees10
Clients--
DateJun 2005
Total AUM$75.4M
Discretionary$0
Non-Disc.$75.4M
Employees10
Clients--
DateMar 2004
Total AUM$51.9M
Discretionary$0
Non-Disc.$51.9M
Employees10
Clients--
DateJul 2001
Total AUM$39.8M
Discretionary$0
Non-Disc.$39.8M
Employees10
Clients--