Insights

Award Recognition Strategic selling opportunity around leveraging InvestmentNews Excellence Award recognition for RIA Team of the Year to open conversations with high-net-worth clients and regional advisory networks seeking proven industry acclaim.

Growth and Scale Revenue range indicates a mid-market advisory with room to scale; approach service expansions, ongoing planning, and family wealth solutions to support growth of client base and assets under management.

Asset Allocation Recent stakes in private or alternative investments such as Fidus Investment and Lazydays suggest openness to diversified portfolios; explore cross-sell of alternative strategies, impact alignment, and risk-managed income solutions.

Tech Enablement Adopts modern tech stack (iCIMS, Calendly, Sentry, WP Engine, New Relic, Microsoft Teams, Zoom, DigitalOcean) indicating readiness for digital onboarding, client engagement, and scalable operations—pitch tailored digital-first advisory experiences.

Compliance & Trust Dedicated Compliance Officer and SEC Registered Investment Advisor status emphasize governance and fiduciary reliability; position as a partner for institutional families and advisors seeking compliant, transparent wealth management solutions.

Similar companies to Koss Olinger

Koss Olinger Tech Stack

Koss Olinger uses 8 technology products and services including iCIMS, Calendly, Sentry, and more. Explore Koss Olinger's tech stack below.

Koss Olinger's Email Address Formats

Koss Olinger uses at least 4 email formats:
Koss Olinger Email FormatsExamplePercentage
FirstL@kossolinger.comJohnD@kossolinger.com
84%
FL@kossolinger.comJD@kossolinger.com
12%
First-Last@kossolinger.comJohn-Doe@kossolinger.com
3%
First@kossolinger.comJohn@kossolinger.com
1%

Frequently Asked Questions

What is Koss Olinger's phone number?

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You can contact Koss Olinger's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Koss Olinger's official website and social media links?

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Koss Olinger's official website is kossolinger.com and has social profiles on LinkedIn.

How much revenue does Koss Olinger generate?

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As of September 2026, Koss Olinger's annual revenue is estimated to be $50M - $100M.

What is Koss Olinger's SIC code and NAICS code?

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Koss Olinger's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Koss Olinger have currently?

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As of September 2026, Koss Olinger has approximately 36 employees across 1 continents, including North America. Key team members include Partner: T. R., Retirement Plan Advisor: D. M. and Wealth Management Intern: B. Z. Explore Koss Olinger's employee directory with LeadIQ.

What industry does Koss Olinger belong to?

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Koss Olinger operates in the Financial Services industry.

What technology does Koss Olinger use?

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Koss Olinger's tech stack includes iCIMS, Calendly, Sentry, WP Engine, New Relic, Microsoft Teams, Zoom and DigitalOcean Web Hosting.

What is Koss Olinger's email format?

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Koss Olinger's email format typically follows the pattern of FirstL@kossolinger.com. Find more Koss Olinger email formats with LeadIQ.

When was Koss Olinger founded?

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Koss Olinger was founded in 1969.
Koss Olinger logo

Koss Olinger

Financial ServicesFlorida, United States11-50 Employees

Koss Olinger is a Gainesville, Florida-based wealth management firm and financial services provider founded in 1969 by Bill Koss and Bill Olinger. The organization emphasizes long-term relationships centered on clients, their families, and legacies, offering advisory services through its affiliate, Koss Olinger Consulting, LLC, which is registered as an Investment Advisor with the SEC. The firm serves individuals and families seeking comprehensive wealth management, aiming to address personal financial goals and legacy planning within a broader advisory framework. Recent activity includes recognition at the InvestmentNews Awards as an Excellence Awardee for RIA Team of the Year, reflecting ongoing engagement in professional industry events, alongside strategic investments in external assets managed through its consulting arm. The company operates from Gainesville and maintains a focus on delivering integrated financial guidance within the financial services sector, with a footprint that includes a regional office presence and professional staff.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Koss Olinger's revenue is estimated to be in the range of $50M - $100M

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