DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
American Century Investments Private Client Group, Inc.
Latest filing Mar 31, 2026
First filing on the tape Sep 29, 2017 · 22 filings
SEC status approved since Oct 30, 2017
RAUM
$2.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$2.3B individuals and HNW
Advisors
64
registered through the firm on IAPD
RAUM per advisor
$36.4M
derived; firm RAUM over IAPD count
Employees
105
0 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$2.3B as of Mar 31, 2026
Mar 29, 2018$6.1M then
HNW client RAUM: no history
State-registered IARs (5.B.3)62 as of Mar 31, 2026
Mar 29, 201826 then
Employees (5.A)105 as of Mar 31, 2026
Mar 29, 201842 then
Private funds: no history
RAUM +17% over the last fiscal year+16% a year over threeIARs 58 to 62
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $35.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $349,266derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 10.8derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +6.9%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, publications, educational seminarsreportedItem 5.G
- Wrap fee program
- $2.3BreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$2.3B100%
- Corporations and businesses$412,0480.0%
- Individual clients
- 4,098reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6,678reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=82.0derived
Advisors registered through the firm
65 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Melissa Gail Ohler | Overland Park, Ks | Oct 30, 2017 | 16 y | 0 |
| Amy Leitner Alley | Olathe, Ks | Nov 9, 2017 | 24 y | 1 |
| Neal Christopher Dolbeare | Parkville, Mo | Nov 9, 2017 | 23 y | 2 |
| Katherine Charlene Carter | Kansas City, Mo | Nov 9, 2017 | 32 y | 1 |
| Duong Truong TranCertified Financial Planner | San Jose, Ca | Nov 9, 2017 | 20 y | 3 |
| Jason Duc Trong Kieu Nguyen | Kansas City, Mo | May 25, 2018 | 13 y | 0 |
| Kristi L Laing | Bonner Springs, Ks | Sep 10, 2018 | 11 y | 0 |
| Addison Cole Tantillo | Kansas City, Mo | Jul 31, 2019 | 14 y | 0 |
| Joshua Sheldon Freeborn | Concordia, Ks | Aug 29, 2019 | 12 y | 1 |
| Samuel Phillip Davis | Leawood, Ks | Nov 4, 2019 | 22 y | 3 |
| Ryan D Adams | Kansas City, Mo | Dec 19, 2019 | 18 y | 0 |
| William Michael Cox | Kansas City, Mo | Jan 31, 2020 | 15 y | 0 |
| Michael G RoseChartered Financial Analyst | Kansas City, Mo | Apr 23, 2020 | 20 y | 0 |
| Joseph Patrick Thomas | Lees Summit, Mo | Jun 13, 2020 | 15 y | 0 |
| Christian M Goodman | Kansas City, Mo | Jul 13, 2020 | 12 y | 1 |
| Thomas James Mclaury | Kansas City, Mo | Jul 27, 2020 | 20 y | 0 |
| Jonathan Belay | Torrance, Ca | Aug 25, 2020 | 12 y | 2 |
| James Richard Merdian | Blue Springs, Mo | Sep 14, 2020 | 12 y | 0 |
| Rachel Ann Mclain | Kansas City, Mo | Oct 12, 2020 | 14 y | 0 |
| David Stephen Tondreault | St. Petersburg, Fl | Jul 14, 2021 | 22 y | 2 |
| Christopher J Sexton | Geneva, Il | Jul 23, 2021 | 20 y | 1 |
| Page Mcgowan Avazpour | Kansas City, Mo | Nov 3, 2021 | 11 y | 0 |
| Sarah Marie Pedersen | Kansas City, Mo | Dec 2, 2021 | 12 y | 0 |
| James Joseph Barenberg | Kansas City, Mo | Dec 7, 2021 | 12 y | 0 |
| Zachary Oscar Roth | Kansas City, Mo | Dec 8, 2021 | 14 y | 0 |
| Caleb Jens Hein | Kansas City, Mo | Jan 26, 2022 | 13 y | 0 |
| Addison James Schubert | Leawood, Ks | Feb 7, 2022 | 12 y | 0 |
| Donald G ThomasChartered Financial Consultant | Lenexa, Ks | Feb 28, 2022 | 31 y | 5 |
| Kyle RayCertified Financial Planner | Los Angeles, Ca | Jun 14, 2022 | 26 y | 12 |
| Jordan Michael Mcgee | Leawood, Ks | Jun 21, 2022 | 11 y | 0 |
| Jennifer Christine Simmons | Kansas City, Mo | Jul 1, 2022 | 9 y | 0 |
| Matthew Thomas JanesCertified Financial Planner | Leawood, Ks | Oct 13, 2022 | 25 y | 4 |
| Maxwell Martin Brown | Leawood, Ks | Oct 21, 2022 | 10 y | 0 |
| Cody Glen Hughes | Kansas City, Mo | Jan 1, 2023 | 11 y | 0 |
| Kory Glendon Klossner | Kansas City, Mo | Apr 24, 2023 | 16 y | 1 |
| Austin Dass | Kansas City, Mo | Jun 14, 2023 | 11 y | 0 |
| Katie Lynn Fisher | Smithville, Mo | Aug 4, 2023 | 10 y | 0 |
| Joseph Hunter Niblock | Kansas City, Mo | Jul 1, 2024 | 10 y | 0 |
| Jessica Lynn Giannola | Kansas City, Mo | Jul 1, 2024 | 21 y | 0 |
| Charisa Nicole Dodd | Kansas City, Mo | Sep 13, 2024 | 12 y | 0 |
Advisor movement
9 left, 3 joined in 12 months
net -6 in 12 months2 left in 90 days1 joined in 90 daysdeparture rate 14% of current headcount25 left over 36 months
Left, latest
- Marquise Simmons to Prairie Capital Management Group, LLCSep 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Rowland Pepito to Wealth Enhancement Advisory Services, LLCSep 1, 2026 · Affiliated broker-dealer or bank to another
- Hunter Dean Cole to Hightower Advisors, LLCJun 1, 2026 · Affiliated broker-dealer or bank to another
- Samuel Allan Heggs to Raymond James Financial Services Advisors, IncApr 1, 2026 · Affiliated broker-dealer or bank to another
- Zachary Joseph Shahrokhi to Creative PlanningFeb 17, 2026 · Affiliated broker-dealer or bank to independent RIA
- Mason Mead to Creative PlanningFeb 17, 2026 · Affiliated broker-dealer or bank to independent RIA
- Sean Findley to Creative PlanningDec 31, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jon William Munro to Fisher InvestmentsDec 31, 2025 · Affiliated broker-dealer or bank to independent RIA
- Chase Thomas Keeler to Edward JonesDec 22, 2025 · Affiliated broker-dealer or bank to another
- Sylvester Carl Byrd to Creative PlanningApr 16, 2025 · Affiliated broker-dealer or bank to independent RIA
- Austin Lee Hinck to Creative PlanningJan 21, 2025 · Affiliated broker-dealer or bank to independent RIA
- Eric Daniel Martinez to LPL Financial LLCSep 3, 2024 · Affiliated broker-dealer or bank to another
- Christopher Douglas Goodwin to Edward JonesSep 3, 2024 · Affiliated broker-dealer or bank to another
- Ryan Douglas Heidenreich to Sunpointe InvestmentsJul 16, 2024 · Affiliated broker-dealer or bank to independent RIA
- Johnathan Bruce Works to Raymond James Financial Services Advisors, IncJul 16, 2024 · Affiliated broker-dealer or bank to another
Joined, latest
- Trevaun Suggs from Equitable Advisors, LLCAug 4, 2026 · Affiliated broker-dealer or bank to another
- Matthew Gerald Lord from Strategic Advisers LLCFeb 25, 2026 · Affiliated broker-dealer or bank to another
- David Sterling Arnold from Ameriprise Financial Services, LLCFeb 3, 2026 · Affiliated broker-dealer or bank to another
- Andrew Lowell Osborne from Kestra Advisory Services, LLCAug 28, 2025 · Affiliated broker-dealer or bank to another
- Lainie Pasquini Henrich from Copper FinancialAug 22, 2025 · RIA to affiliated broker-dealer or bank
- Kristi Dawn Davenport from Creative PlanningJun 14, 2025 · RIA to affiliated broker-dealer or bank
- Ryan Mclaughlin from Thrivent Investment Management Inc.Feb 28, 2025 · Affiliated broker-dealer or bank to another
- Stephen Clark Vaughn from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 21, 2025 · Wirehouse to affiliated broker-dealer or bank
- Kenrick Thompson from LPL Financial LLCOct 23, 2024 · Affiliated broker-dealer or bank to another
- Sean Findley from Edelman Financial EnginesSep 12, 2024 · RIA to affiliated broker-dealer or bank
- Kory Glendon Klossner from Scottrade Investment ManagementApr 24, 2023 · Affiliated broker-dealer or bank to another
- Matthew Thomas Janes from Transamerica Financial Advisors, LLCOct 13, 2022 · Other
- Chase Thomas Keeler from Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 21, 2022 · Wirehouse to affiliated broker-dealer or bank
- Kyle Ray from Steelpeak Wealth, LLCJun 14, 2022 · RIA to affiliated broker-dealer or bank
- Donald G Thomas from Mutual Of Omaha Investor Services, Inc.Feb 28, 2022 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Greenup Street Wealth Management LLCMay 4, 2021 · Kansas City, Mo
- 2 left for Empower Advisory Group, LLCJun 1, 2020 · Kansas City, Mo
- 2 left for Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 18, 2019 · Kansas City, Mo
- 2 joined from Scottrade Investment ManagementMar 7, 2018 · Saint Louis, Mo
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Thomas Patrick Bannigan · Chief Financial Officercontrolsince 08/2017 · owns less than 5%
- Joseph Donald Bonder · Directorcontrolsince 09/2024 · owns less than 5%
- Todd Richard Luchinsky · Presidentcontrolsince 10/2025 · owns less than 5%
- K Daniel Richardson · Directorcontrolsince 08/2017 · owns less than 5%
- Gerard Joseph Schultz · Presidentcontrolsince 06/2018 · owns less than 5%
- Diane Amy Shelton · Chief Compliance Officercontrolsince 08/2017 · owns less than 5%
- Stephen David Tondreault · Directorcontrolsince 02/2022 · owns less than 5%
Entity owners
- American Century Companies, Inc. · Shareholderdirect · owns 75% or more
- Stowers Institute For Medical Research · Shareholder Of Class B Sharesindirect · owns 25% to 50% of American Century Companies, Inc.
- Stowers Resource Management, Inc. · Shareholder Of Class A Sharesindirect · owns 25% to 50% of American Century Companies, Inc.
- Nomura Am Holdings USA, LLC · Shareholder Of Class A Sharesindirect · owns 25% to 50% of American Century Companies, Inc.
- Nomura Holding America Inc. · Memberindirect · owns 75% or more of Nomura Am Holdings USA, LLC
- Nomura Holdings, Inc. · Shareholderindirect · owns 75% or more of Normura Holding America, Inc. · public reporting company
Related persons
Schedule D 7.A
- American Century Invesmtment Management (Au) Pty Limitedinvestment advisern
- American Century Invesmtments (Eu) Gmbhinvestment advisern
- American Century Investment Management (Asia Pacific) Limitedinvestment advisern
- American Century Investment Management (Uk) Limitedinvestment advisern
- American Century Investment Management Incinvestment advisernRAUM $306B
- American Century Investment Services, Inc.broker-dealern
- American Century Private Investments Gp I, LLCpooled vehicle sponsorn
- American Century Private Investments Gp II. LLCpooled vehicle sponsorn
Advisers that list American Century Investments Private Client Group, Inc. as a related person
- 105778 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Kansas City, Mo · principal | 51 | 12 | 3 | ||
| Leawood, Ks | 10 | 1 | 1 | ||
| Overland Park, Ks | 8 | 1 | 1 | ||
| Lenexa, Ks | 6 | 1 | 1 | ||
| Lees Summit, Mo | 5 | 1 | 1 | ||
| Kansas City, Ks | 3 | 1 | 0 | ||
| Shawnee, Ks | 3 | 1 | 0 | ||
| Gardner, Ks | 2 | 0 | 0 | ||
| Olathe, Ks | 2 | 0 | 0 | ||
| Smithville, Mo | 2 | 0 | 0 | ||
| Prairie Village, Ks | 1 | 0 | 0 | ||
| Westwood, Ks | 0 | 0 | 0 | ||
| Rutherford, Nj | 0 | 0 | 1 | ||
| Saint Charles, Mo | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Leawood, KS3 employees
- Santa Clara, CA2 employees
- New York, NY1 employees
- Kansas City, MO1 employees
- Morristown, NJ1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 31, 2026LUCHINSKY, RICHARD, TODD (PRESIDENT) appeared on Schedule A between the filings of 2024-11-07 and 2026-03-31peers: affiliated wealth managers, $1B to $5B (56)
- control person changedChange between filings · filing Mar 31, 2026SCHULTZ, JOSEPH, GERARD (PRESIDENT) left Schedule A between the filings of 2024-11-07 and 2026-03-31peers: affiliated wealth managers, $1B to $5B (56)
What changed
consecutive filings, newest first
- Accounts · 6,044 to 6,678Oct 30, 2025 to Mar 31, 2026
- BD registered reps · 58 to 82Oct 30, 2025 to Mar 31, 2026
- Corporate clients · 4 to 9Oct 30, 2025 to Mar 31, 2026
- Individual clients · 3,843 to 4,098Oct 30, 2025 to Mar 31, 2026
- Employees · 94 to 105Oct 30, 2025 to Mar 31, 2026
- Financial planning clients · 251-500 to 101-250Oct 30, 2025 to Mar 31, 2026
- State-registered IARs · 58 to 62Oct 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $2.3BOct 30, 2025 to Mar 31, 2026
- Individual RAUM · $2.0B to $2.3BOct 30, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $127,416 to $26,589Oct 30, 2025 to Mar 31, 2026
- RAUM · $2.0B to $2.3BOct 30, 2025 to Mar 31, 2026
- Employees · 102 to 94Nov 7, 2024 to Mar 31, 2025
- Accounts · 3,717 to 6,044Nov 7, 2024 to Mar 31, 2025
- BD registered reps · 75 to 58Nov 7, 2024 to Mar 31, 2025
- Corporate clients · 1 to 4Nov 7, 2024 to Mar 31, 2025
- Individual clients · 3,717 to 3,843Nov 7, 2024 to Mar 31, 2025
- Financial planning clients · 101-250 to 251-500Nov 7, 2024 to Mar 31, 2025
- State-registered IARs · 59 to 58Nov 7, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.9B to $2.0BNov 7, 2024 to Mar 31, 2025
- Individual RAUM · $1.9B to $2.0BNov 7, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $174,449 to $127,416Nov 7, 2024 to Mar 31, 2025
- RAUM · $1.9B to $2.0BNov 7, 2024 to Mar 31, 2025
- Accounts · 5,000 to 3,717Mar 31, 2023 to Mar 28, 2024
- BD registered reps · 52 to 75Mar 31, 2023 to Mar 28, 2024
- Individual clients · 3,256 to 3,717Mar 31, 2023 to Mar 28, 2024
- Employees · 82 to 102Mar 31, 2023 to Mar 28, 2024
- Financial planning clients · 251-500 to 101-250Mar 31, 2023 to Mar 28, 2024
- State-registered IARs · 45 to 59Mar 31, 2023 to Mar 28, 2024
- Other offices · 2 to 5Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.5B to $1.9BMar 31, 2023 to Mar 28, 2024
- Individual RAUM · $1.5B to $1.9BMar 31, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $212 to $174,449Mar 31, 2023 to Mar 28, 2024
- RAUM · $1.5B to $1.9BMar 31, 2023 to Mar 28, 2024
- Accounts · 3,257 to 5,000Jan 11, 2023 to Mar 31, 2023
- BD registered reps · 55 to 52Jan 11, 2023 to Mar 31, 2023
- Employees · 77 to 82Jan 11, 2023 to Mar 31, 2023
- Financial planning clients · More than 500 to 251-500Jan 11, 2023 to Mar 31, 2023
- State-registered IARs · 44 to 45Jan 11, 2023 to Mar 31, 2023
- Discretionary RAUM · $1.5B to $1.5BJan 11, 2023 to Mar 31, 2023
- Individual RAUM · $1.5B to $1.5BJan 11, 2023 to Mar 31, 2023
Signals
59 dated events
- Kristi Dawn Davenport no longer holds an investment adviser registration (last listed at American Century Investments Private Client Group, Inc. on the 2026-09-16 feed)Sep 16, 2026 · Advisor registration ended · derived
- Harrison Dill added a TX registration at American Century Investments Private Client Group, Inc.Sep 15, 2026 · New state registration · fact
- Harrison Dill added a KS registration at American Century Investments Private Client Group, Inc.Sep 14, 2026 · New state registration · fact
- Harrison Dill added a MO registration at American Century Investments Private Client Group, Inc.Sep 14, 2026 · New state registration · fact
- Harrison Dill registered as an investment adviser representative at American Century Investments Private Client Group, Inc.Sep 14, 2026 · Advisor registered · fact
- Marquise Simmons left American Century Investments Private Client Group, Inc. for Prairie Capital Management Group, Llc (registered 2026-09-11)Sep 1, 2026 · Advisor changed firm · fact
- Rowland Pepito left American Century Investments Private Client Group, Inc. for Wealth Enhancement Advisory Services, Llc (registered 2026-08-19)Sep 1, 2026 · Advisor changed firm · fact
- Hunter Dean Cole left American Century Investments Private Client Group, Inc. for Hightower Advisors, Llc (registered 2026-05-26)Jun 1, 2026 · Advisor changed firm · fact
- Samuel Allan Heggs left American Century Investments Private Client Group, Inc. for Raymond James Financial Services Advisors, Inc (registered 2026-04-13)Apr 1, 2026 · Advisor changed firm · fact
- Zachary Joseph Shahrokhi left American Century Investments Private Client Group, Inc. for Creative Planning (registered 2026-02-18)Feb 17, 2026 · Advisor changed firm · fact
- Mason Mead left American Century Investments Private Client Group, Inc. for Creative Planning (registered 2026-03-06)Feb 17, 2026 · Advisor changed firm · fact
- Sean Findley left American Century Investments Private Client Group, Inc. for Creative Planning (registered 2026-01-07)Dec 31, 2025 · Advisor changed firm · fact
- Jon William Munro left American Century Investments Private Client Group, Inc. for Fisher Investments (registered 2026-01-20)Dec 31, 2025 · Advisor changed firm · fact
- Chase Thomas Keeler left American Century Investments Private Client Group, Inc. for Edward Jones (registered 2025-12-08)Dec 22, 2025 · Advisor changed firm · fact
- Sylvester Carl Byrd left American Century Investments Private Client Group, Inc. for Creative Planning (registered 2025-04-16)Apr 16, 2025 · Advisor changed firm · fact
- Austin Lee Hinck left American Century Investments Private Client Group, Inc. for Creative Planning (registered 2025-01-14)Jan 21, 2025 · Advisor changed firm · fact
- J Douglas Comer (Director) no longer on Schedule A of American Century Investments Private Client Group, Inc. (listed 2024-04-05, absent 2024-11-07)Nov 7, 2024 · Control person left · inference
- Joseph Donald Bonder (Director) appeared on Schedule A of American Century Investments Private Client Group, Inc.Nov 7, 2024 · Control person joined · fact
- Eric Daniel Martinez left American Century Investments Private Client Group, Inc. for Lpl Financial Llc (registered 2024-08-30)Sep 3, 2024 · Advisor changed firm · fact
- Christopher Douglas Goodwin left American Century Investments Private Client Group, Inc. for Edward Jones (registered 2024-08-16)Sep 3, 2024 · Advisor changed firm · fact
- Johnathan Bruce Works left American Century Investments Private Client Group, Inc. for Raymond James Financial Services Advisors, Inc (registered 2024-07-08)Jul 16, 2024 · Advisor changed firm · fact
- Ryan Douglas Heidenreich left American Century Investments Private Client Group, Inc. for Sunpointe Investments (registered 2024-07-12)Jul 16, 2024 · Advisor changed firm · fact
- Jody Lynne Brunsvold left American Century Investments Private Client Group, Inc. for Wells Fargo Advisors (registered 2025-10-16)Jun 17, 2024 · Advisor changed firm · fact
- Scott A. Eastman left American Century Investments Private Client Group, Inc. for Edward Jones (registered 2024-05-17)Jun 3, 2024 · Advisor changed firm · fact
- Dylan Michael Pollock left American Century Investments Private Client Group, Inc. for Rsg Investments Llc (registered 2025-10-06)May 22, 2024 · Advisor changed firm · fact
- Brian C Mayfield left American Century Investments Private Client Group, Inc. for Focus Partners Wealth, Llc (registered 2024-07-16)May 1, 2024 · Advisor changed firm · fact
- Alec Michael Barber left American Century Investments Private Client Group, Inc. for Empower Advisory Group, Llc (registered 2024-06-18)May 1, 2024 · Advisor changed firm · fact
- Corbin Alexander Menke left American Century Investments Private Client Group, Inc. for Edward Jones (registered 2024-04-24)May 1, 2024 · Advisor changed firm · fact
- Lainie Pasquini Henrich left American Century Investments Private Client Group, Inc. for Copper Financial (registered 2024-04-17)Apr 16, 2024 · Advisor changed firm · fact
- American Century Investments Private Client Group, Inc. reported RAUM $1.9B, up 25% from $1.5B (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/AMERICAN-CENTURY-INVESTMENTSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- investor.pershing.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 816-531-5575reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $36.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026