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Caleb Sturgis

Koss-Olinger Consulting, LLC

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About Caleb Sturgis

Caleb Sturgis is an investment advisor representative registered with Koss-Olinger Consulting, LLC. Caleb Sturgis's career in the financial industry began in April of 2013 and has included positions at National Football League, Amazon, BHGRE Thomas Group, Northwestern Mutual Life Insurance Company, and Northwestern Mutual Investment Services LLC. Caleb Sturgis currently works at Koss-Olinger Consulting, LLC. The firm's main office is located at 2700-A NW 43RD STREET in Gainesville, FL. The firm offers a variety of services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Caleb Sturgis is registered with the state of Florida.

Firm Information

Caleb Sturgis is currently registered with Koss-Olinger Consulting, LLC. Koss-Olinger Consulting, LLC is an investment advisor registered with the SEC. Located in Gainesville, Florida, the firm manages over $1.86 billion in assets for individuals, corporations, high-net-worth individuals, pension and profit sharing plans, charitable organizations, and other clients. They offer a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has 9 licensed agents, 15 investment adviser representatives, 22 registered representatives, and 14 investment advisory functions.
Koss-Olinger Consulting, LLC

2700-A NW 43RD STREET

GAINESVILLE, FL 32606

$1.87B

Assets Under Management

10

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caleb Sturgis’s Registration & Firm History

FL

10/30/2024 - Present

Koss-Olinger Consulting, LLC (GAINESVILLE FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caleb Sturgis.
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