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
- 5
Office Locations
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KIRK EDWARD KLEIN
Managing Member, Partner
- CRD
- #2260326
- Ownership
- 25% but less than 50%
WILLIAM JAMES ROSSI III
Managing Member
- CRD
- #2909610
- Ownership
- 25% but less than 50%
Wave crest
Summit harbor
- CRD
- #69116
- Ownership
- 29.0%
Showing 2 of 4 owners & executives
Unlock allContacts
Hartley Elizabeth Carlson
Associate Advisor
- CRD
- #7288496
Cade Rivers Dixon
Client Service Associate
- CRD
- #8190447
Value wave
Bridge signal
- CRD
- #30259
Showing 2 of 20 contacts
Unlock allAssets Under Management
| 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
| 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 |