AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.33B |
| Discretionary | $2.33B100% of AUM |
| Non-Discretionary | $27K |
| Client Accounts | 6,678 |
| Avg Account Size | $349K |
| Employees | 105 |
| Peak AUM | $2.33BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | +17.4% | +16.2% | +13.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.33B |
| Discretionary | $2.33B |
| Employees | 105 |
| Client Accounts | 6678 |
| Client Range | 101-250 |
Contact & Location
Address
4400 MAIN STREET
KANSAS CITY MO 64111-7709
Phone
816-531-5575
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.3B
100.0% of AUM
Non-Discretionary
$26,589
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
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