# KOSS-OLINGER CONSULTING, LLC.

KOSS-OLINGER CONSULTING, LLC. of GAINESVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 111855
- Type: SEC-registered investment adviser
- SEC file number: 801-58175
- Location: 2700-A NW 43RD STREET, GAINESVILLE, FL, 32606
- Phone: 352-373-3337
- Latest filing: 2026-04-10
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $184.0M
- Clients: 30
- Accounts: 2,920

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (15)

| 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 | — |


## Disclosures (5)

| 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 | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| GREENVILLE | SC | 7 | 800-373-3302 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111855/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111855/similar
- Related entities: https://search.stillhousedata.com/firm/111855/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111855

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.