Stephen
Kosoris

Dimensional Fund Advisors Lp

CRD#5339792
Investment Advisor
in Austin, TX
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About this Advisor

Stephen Kosoris is a chartered financial analyst operating in Austin, Texas, with 11 years in the industry. Kosoris is an advisor for Dimensional Fund Advisors Lp. The advisor has gained experience at K4 Capital Management LLC and Dimensional Fund Advisor. Kosoris has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Dimensional Fund Advisors Lp is a registered investment business based out of Austin, Texas. It has offices in two locations and a total of 863 financial advisors. It administers $637 billion in total assets across its 465 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 465 accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets. The firm performs a wide array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management largely vary depending on which services the firm provides the client. Fees charged by Dimensional Fund Advisors Lp most likely are comprised of some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$636,627,401,726

TX Average: $3,042,739,679
Total Number of Employees

863

TX Average: 49
Total Number of Accounts

465

TX Average: 2,315
Average Account Size

$1,369,091,187

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Stephen Kosoris Work History

Stephen has 11 years of experience.

2012 - Present (7 years)

Dimensional Fund Advisor

2007 - 2011 (4 years)

K4 Capital Management LLC

Disclosures

Stephen Kosoris has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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