SourcingSourcing

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

C25
CRD 290043·SEC 801-111963·KANSAS CITY, MO
AUM
$2.33B
$1B+
Est. Revenue
$23.3M
@ 1% on AUM
Est. EBITDA
$7.0M
@ 30% margin
Est. Deal Value
$56.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
CRD
290043
SEC file #
801-111963
EIN
—
DBA names
—

Economics

AUM
$2.33B
AUM band
$1B+
AUM trajectory
'20'26
$270.2M → $2.33B▲ +763%
Client mix
Individuals Other4,098
Corporations9

Operations

Employees (total)
105
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPublication of periodicals
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/american-century-investments(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AMERICAN CENTURY COMPANIES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
AMERICAN CENTURY COMPANIES, INC.
BANNIGAN, PATRICK, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.181
Soi Zip Pct 200k Plus
0.0534
Soi Zip Returns 200k Plus
490
Soi Zip Total AGI
712,402
Fdic Zip Total Deposits
10,346,426,000
Fdic Zip Branch Count
276
Fdic Zip Top Banks
Bank of America, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
49
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
E*trade4
Pershing1
Fdic Zip Branches Raw
Country Club BankKansas City, MO
First Bank of Kansas CityKansas City, MO
Fdic Zip HHI
2499.46
Fdic Zip Top Bank Share Pct
47.2
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,904
Returns2,120
Stub 2
AGI97,654
Returns2,590
Stub 3
AGI113,602
Returns1,860
Soi Zip Total Business Income
26,149
Soi Zip Total Cap Gains
27,020
Soi Zip Total Dividends
15,622
Soi Zip Total Returns
9,170
Trust Company Affiliate
No

People (55)

55
Tondreault, David, Stephen
IAR · Executive Officer · 2.5%
4811429
BANNIGAN, PATRICK, THOMAS
Executive Officer · 2.5%
1972871
DONALD JOSEPH BONDER
Executive Officer · 2.5%
2505402
RICHARD TODD LUCHINSKY
Executive Officer · 2.5%
2065489
DANIEL K RICHARDSON
Executive Officer · 2.5%
5117167
SHELTON, AMY, DIANE
Executive Officer · 2.5%
2556023
CHRISTIAN M GOODMAN
IAR
6380424
AMY LEITNER ALLEY
IAR
2161318
Andrew Hirstein
IAR
7668927
KRISTI L LAING
IAR
6495952
Jordan Michael McGee
IAR
7288810
William Michael Cox
IAR
6851348
Brandon Andres Martinez
IAR
7668931
NEAL CHRISTOPHER DOLBEARE
IAR
4659585
JASON DUC TRONG KIEU NGUYEN
IAR
6191350
Austin Dass
IAR
7432097
Addison James Schubert
IAR
6730410
Desiree Porter
IAR
7535808
Kory Glendon Klossner
IAR
5628998
Charisa Nicole Dodd
IAR
7629733
Collin Jasper
IAR
7551101
Nicholas Scott Vena
IAR
7814750
James Joseph Barenberg
IAR
7048541
KATHERINE CHARLENE CARTER
IAR
2224156
Brendan Ryan
IAR
8163572
Donald G Thomas
IAR
2570564
Gage Lorenzo Atwood
IAR
7633757
Christopher J Sexton
IAR
2605148
RACHEL Ann MCLAIN
IAR
6661562
Maxwell Martin Brown
IAR
7289074
Tylor Wayne Mensik
IAR
7545328
JOSHUA SHELDON FREEBORN
IAR
6308324
APRIL NICOLE WATKINS
IAR
6542224
RYAN D ADAMS
IAR
5592116
Katie Lynn Fisher
IAR
7481046
Caleb Jens Hein
IAR
6885353
THOMAS JAMES MCLAURY
IAR
2343212
JONATHAN BELAY
IAR
6375533
MICHAEL G ROSE
IAR
5041963
James Richard Merdian
IAR
6896101
SARAH MARIE PEDERSEN
IAR
6384471
MELISSA GAIL OHLER
IAR
5692293
Addison Cole Tantillo
IAR
6719042
DUONG TRUONG TRAN
IAR
4977457
JENNIFER Christine SIMMONS
IAR
6700003
JOSEPH PATRICK THOMAS
IAR
5850435
Orlando David Martinez
IAR
7523295
Rowland Pepito
IAR
4429686
Cody Glen Hughes
IAR
6934946
Hunter Dean Cole
IAR
7528654
Zachary Oscar Roth
IAR
6930332
Matthew Gerald Lord
IAR
5974946
Kristi Dawn Davenport
IAR
4364830
MATTHEW THOMAS JANES
IAR
2782518
DAVID STERLING ARNOLD
IAR
4607015