$2.2B Total AUM
$2.0B Disc. AUM
13.7% 3Y CAGR
30 Employees
686 ADV. Clients
40 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Meridian horizon
- Established Date
- 10-29-1985
- Office Locations
- 4
Office Locations
2700 NW 43rd Street, Suite A Gainesville FL
2700-A NW 43rd ST Gainesville FL
-- -- --
About Koss-Olinger Consulting, Llc.
Koss-Olinger Consulting, LLC is a Gainesville, FL investment advisory firm serving retail and institutional clients. The firm provides asset management and financial planning, including asset allocation, risk management, estate and tax planning, and insurance guidance, with implementation across mutual funds, ETFs, and fixed income. It custodians with Charles Schwab and uses platforms such as Envestnet and Tamarac; its website is currently under construction.
Team overview
40 AVG AGE
$148.6M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
7.3 yrs AVG TENURE
30 Employees
15 Advisory Reps
18 RIA Reps
40yrs Firm Age
Insights
Full visibility includes strategy notes for unison prime.
Open the full profile to inspect shifts in ember wave.
Unlock to see real insight on fusion bridge ridge.
Unlock to compare peer behavior around glacier momentum.
Unlock to see real insight on glacier peak.
Premium access reveals conviction themes in prime capital.
Upgrade to reveal position-level detail across delta harbor.
Unlock to see real insight on catalyst north oak.
Asset Classes
Meridian Ember
Client Personas
Beacon meridian Ridge fusion
Custodian
Matrix vertex
Investment Themes
Frontier Prime prime Harbor
Investment Vehicles
Value Signal
Platform
Vertex Ember Glacier timber Element delta
Services
Bridge Eagle Vertex Value Horizon value Wave Delta momentum Momentum ridge Beacon Catalyst fusion Vital
Technology
Ember
Owner & Executives
K
KIRK EDWARD KLEIN
Managing Member, Partner
- CRD
- #2260326
- Ownership
- 25% but less than 50%
(530) 209-6848
glacier.foundation@oakcapital.com
in linkedin.com/in/capital-matrix
W
WILLIAM JAMES ROSSI III
Managing Member
- CRD
- #2909610
- Ownership
- 25% but less than 50%
(807) 286-7424
glacier.eagle@foundationcapital.com
in linkedin.com/in/pathway-focus
W
Wave crest
Summit harbor
- CRD
- #69116
- Ownership
- 29.0%
(658) 656-8719
fusion.momentum@unisoncapital.com
in linkedin.com/in/prime-ridge
Showing 2 of 4 owners & executives
Unlock allContacts
H
Hartley Elizabeth Carlson
Associate Advisor
- CRD
- #7288496
(843) 490-4095
summit.summit@zenithcapital.com
in linkedin.com/in/signal-alpha
C
Cade Rivers Dixon
--
- CRD
- #8190447
(696) 933-9381
horizon.insight@oakcapital.com
in linkedin.com/in/ridge-insight
V
Value wave
Bridge signal
- CRD
- #30259
(308) 924-7060
pathway.capital@capitalcapital.com
in linkedin.com/in/frontier-radial
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,044,823,254 | $777,795 |
| Non-Discretionary | $184,043,446 | $632,452 |
| Total | $2,228,866,700 | $763,311 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,228,866,700
Public Funds:
4.7% Equity - Exchange:
14.8% Cash:
11.6% Corporate - Investment Grade:
20.8% Equity - OTC:
14.2% Municipal Bonds:
18.4% U.S. Government/Agency:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $173,651,856 | 4.7% |
| Equity - Exchange | $546,818,610 | 14.8% |
| Cash | $428,587,559 | 11.6% |
| Corporate - Investment Grade | $768,501,831 | 20.8% |
| Equity - OTC | $524,650,288 | 14.2% |
| Municipal Bonds | $679,828,542 | 18.4% |
| U.S. Government/Agency | $572,681,653 | 15.5% |
| Total | $3,694,720,339 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS BEACON VITAL | FUSION ALPHA | EPLCO5RA2 | KCBIC | 10.07% | $87,074,453 |
| CREST VERTEX | ALPHA FOUNDATION | VR1YKJDSK | ECS | 7.69% | $107,593,613 |
| TIMBER INSIGHT SUMMIT | ATLAS VALUE | GU187LYZ2 | EAAHR | 10.45% | $47,336,096 |
| QUANTUM UNISON | UNISON PIONEER | PI6OG7LQ3 | YVBB | 2.23% | $51,172,396 |
| CATALYST CAPITAL LEGACY | GLACIER EMBER | 2RZKXTPYD | DTUAO | 7.51% | $29,698,199 |
| HARBOR ALPHA | HORIZON VECTOR | 5GL5KN96M | IUOZS | 8.03% | $116,035,724 |
| VALUE ALPHA | QUANTUM RADIAL | YPKI9HPP6 | QGGF | 3.04% | $87,809,737 |
| PRIME EMBER CREST | PIONEER PEAK | RQO8YNQ02 | EPT | 9.81% | $95,960,491 |