KOSS-OLINGER CONSULTING, LLC. of GAINESVILLE, FL is an SEC-registered investment adviser (CRD 111855). Regulatory assets under management: $2.2B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Donna Marie Rittershausen | CHIEF COMPLIANCE OFFICER | — |
| Kirk Edward Klein | MANAGING MEMBER | — |
| William James Rossi | MANAGING MEMBER; MEMBER | — |
| Brian Earl Watson | MANAGING MEMBER; MEMBER | — |
| William David Olinger | MANAGING MEMBER; MANAGING MEMBER (ON ADMINISTRATIVE LEAVE) | — |
| Leigh Ann Olinger | MEMBER (JOINT WITH SPOUSE) | — |
| Thomas Gordon Kennedy | CHIEF COMPLIANCE OFFICER | — |
| KLEIN HAROLD EDWARD | MANAGING MEMBER; SECRETARY; VICE PRESIDENT | — |
| OLINGER WILLIAM DAVID | CHIEF FINANCIAL OFFICER; MANAGING MEMBER; MEMBER (+3 more) | — |
| KOSS WILLIAM FREDERICK | MEMBER; PRESIDENT; TREASURER | — |
| EBERHARD ROBERT EDWIN | CHIEF COMPLIANCE OFFICER | — |
| ANCHORS CHARLES WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| ROSSI WILLIAM JAMES | MEMBER | — |
| WATSON BRIAN EARL | MEMBER | — |
| MORDUJOVICH EDUARDO JAVIER | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2025-06-03 | civil | BREACH OF FIDUCIARY DUTY, GROSS NEGLIGENCE, NEGLIGENT MISREPRESENTATION, AND UNJUST ENRICHMENT (ALL DEFENDANTS*) FRAUD (CRD #2289684 AND 111855* ONLY) CIVIL CONSPIRACY (CRD #2289684) FRAUDULENT INDUCEMENT (CRD #2289684 AND 111855* ONLY) NEGLIGENT MISREPRESENTATION (ALL INDIVIDUAL DEFENDANTS) * ALTHO… | Pending | — |
| 2025-06-03 | civil | BREACH OF FIDUCIARY DUTY, GROSS NEGLIGENCE, NEGLIGENT MISREPRESENTATION, AND UNJUST ENRICHMENT (CRD # 111855, 2260326, 3181953, 5949136, 352019); FRAUD, FRAUDULENT INDUCEMENT, VIOLATION OF FLA. STAT. ?? 772.11 AND 825.103, AND VIOLATION OF FLA. STAT. ? 415.111 (CRD # 2289684 AND 111855); CONVERSION… | Pending | — |
| City | State | Employees | Phone |
|---|---|---|---|
| GREENVILLE | SC | 7 | 800-373-3302 |