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| Happy Holidays!! thanks for using AUM13F!! |
| Koss-Olinger Consulting LLC
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| CRD # | 111855 |
| SEC # | 801-58175 |
| CIK # | 0001861163 |
| AUM | $2.1 B (2025-07-24) |
| Employees | 34 (41% Investors, 32% Brokers) |
| Phone | 352-373-3337 |
| Address | 2700A NW 43rd Street Gainesville, FL 32606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001861163 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 34.6 | ||
| Tesla Motors Inc | 25.8 | ||
| Nvidia Corp | 19.7 | ||
| Microsoft Corp | 7.5 | ||
| Amazon Com Inc | 6.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 286 | 0.1 |
| (b) Individuals (high net worth individuals) | 406 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 0.1 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,083 | 2.1 |
| By Discretionary | ||
| Discretionary | 2,676 | 1.9 |
| Non-Discretionary | 407 | 0.1 |
| Total | 3,083 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,083 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001861163] |
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|---|---|---|
|
Pacific Income Advisers Inc
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|
CA | 2.1 |
|
Consolidated Planning Corporation
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GA | 2.1 |
|
Parsons Capital Management Inc
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RI | 2.1 |
|
LM Kohn & Company
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OH | 2.1 |
|
Meeder Advisory Services Inc
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OH | 2.1 |
|
Advocacy Wealth Management LLC
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GA | 2.1 |
|
Diversified Enterprises LLC
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|
DE | 2.1 |
|
Titleist Asset Management LLC
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|
TX | 2.1 |
|
Durbin Bennett Private Wealth Management LLC
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|
TX | 2.1 |
|
Revisor Wealth Management LLC
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|
OH | 2.1 |