Koss Olinger Consulting, Llc.
- Regulatory AUM
- $2.2B
- Discretionary
- $2.0B
- Clients
- 679
- Avg AUM / client
- $3.3M
- Accounts
- 2,920
- Employees
- 30
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 272 | $80.9M | 3.63% |
| High net worth individuals | 378 | $2.0B | 90.7% |
| Pension and profit sharing plans | 20 | $68.4M | 3.07% |
| Charitable organizations | 4 | $2.5M | 0.11% |
| Corporations and other businesses | 5 | $54.6M | 2.45% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Blac Investments, Inc. Dba Tri County Metals 401(k) Plan Blac Investments, Inc. Dba Tri County Metals | 2024 |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William James Rossi | Member | CFP Chartered Financial Consultant | Jul 1998 (28y) | 10% – 25% |
| Kirk Edward Klein | Managing Member | CFP Chartered Financial Consultant | Aug 2000 (26y) | 25% – 50% |
| Brian Earl Watson | Member | CFP | Sep 2000 (26y) | 10% – 25% |
| Olinger, William, David | Managing Member | Sep 2009 (17y) | 25% – 50% | |
| Mordujovich, Eduardo, Javier | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Timothy Alderson Roark | Registered representative | CFP | Apr 2015 (11y) | |
| Mitchell Hawkes Hay | Registered representative | CFP Chartered Financial Consultant | May 2018 (8y) | |
| Chandler Scott Norder | Registered representative | CFA | May 2018 (8y) | |
| Kasey Leigh Nelson | Registered representative | Nov 2021 (5y) | ||
| James Byron Merchant | Registered representative | CFP Chartered Financial Consultant | Jun 2023 (3y) | |
| Hartley Elizabeth Carlson | Registered representative | Feb 2024 (2y) | ||
| Brandon David Hord | Registered representative | CFA | Jan 2025 (2y) | |
| Shannon L Reintgen | Registered representative | CFP | Jan 2025 (2y) | |
| David Antonio Mejia | Registered representative | Jan 2025 (2y) | ||
| Adam Charles Varnedoe | Registered representative | Jul 2025 (1y) | ||
| Jordan Thomas Harriz | Registered representative | Jul 2025 (1y) | ||
| Luke Seery Meetre | Registered representative | Dec 2025 (1y) | ||
| Cade Rivers Dixon | Registered representative | Jan 2026 (1y) | ||
| Jessica Leigh Sacks | Registered representative | CFP | Jan 2026 (1y) | |
| Ruby Kate Watson | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) | |
| Philip Neil Schmitt | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Blac Investments, Inc. Dba Tri County Metals 401(k) Plan | Blac Investments, Inc. Dba Tri County Metals | 145 | $5.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.0B (89% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗