American Century Investment Management Inc (Kansas City)

Name: American Century Investment Management Inc
Address: 4500 Main Street, Kansas City, MO, 64111 7709
Telephone: 816-531-5575

American Century Investment Management Inc is a large advisory firm based in Kansas City. It manages $159.31 billion of regulatory assets for 291 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Missouri, and New York.

American Century Investment Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

American Century Investment Management: assets under management

The assets under management (AUM) of American Century Investment Management Inc is $159.31 billion. The firm's AUM has grown by 55% since the beginning of its operation, and $25.55 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $159.12 billion in discretionary accounts and $182.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $548.71 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $182.21 million.

Investments

The firm invests in exchange traded securities the most. They account for 91% of the total AUM. The second-largest asset type is government bonds, which make up 3% of the firm’s portfolio. Investments in pooled investment vehicles form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay American Century Investment Management Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients James Evans Stowers serves?

The firm provides services to investment companies, charitable organizations, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of James Evans Stowers is investment companies with 139 clients and $120.01 billion of assets under management. Among the 10 most similar advisory firms, American Century Investment Management has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $148.28 billion for 272 clients. 16% of the firm’s clients are foreign persons or businesses.

American Century Investment Management also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.

Careers at American Century Investment Management Inc

The company employs 182 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 7 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

James Evans Stowers has been acting as President since 1 Dec 1981. Llc Nomura Am Holdings Usa joined the executive team most recently as the Shareholder Of Class A Shares.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Evans Stowers	Director	1 Dec 1981	Other	2044931
James Evans Stowers Iii	Director	1 Dec 1981	Other	2044931
Inc. American Century Companies	Shareholder	1 Dec 1984	75% - 100%	43-1325032
William Mcclellan Lyons	Chief executive officer and executive vice president	1 Nov 1987	Other	1789879
Robert Thomas Jackson	Chief financial officer and executive vice president	1 May 1995	Other	1448715
Robert Charles Puff	President	1 Aug 1997	Other	2515003
David Charles Tucker	Chief legal officer and senior vice president	1 Jun 1998	Other	2108116
David H Reinmiller	Chief compliance officer	1 Jan 2001	Other	2456007
Robert Charles Puff	Chairman of the board	1 Jul 2001	Other	2515003
Randall Wayne Merk	President & chief executive officer	1 Jul 2001	Other	1914580
Robert Charles Puff	Director & chairman of the board	1 May 2002	Other	2515003
Randall Wayne Merk	President,chief executive officer & director	1 May 2002	Other	1914580
Robert Charles Puff	President, chief executive officer, director & chairman of the board	1 Aug 2002	Other	2515003
William Mcclellan Lyons	President, chief executive officer & director	1 Sep 2002	Other	1789879
Robert Charles Puff	Director & chairman of the board	1 Sep 2002	Other	2515003
Mark Lee Mallon	Senior vice president and chief investment officer	1 Sep 2002	Other	2035700
Paul Adam Ehrhardt	Chief operating officer	1 Mar 2003	Other	2345766
James Evans Stowers Iii	Chairman of the board of directors	1 Jan 2005	Other	2044931
Charles Choon Sik Park	Chief compliance officer	1 Mar 2005	Other	2704483
Jonathan Stuart Thomas	Executive vice president, chief financal officer & chief accounting officer	1 Feb 2006	Other	1581086
Enrique Chang	Senior vice president and chief investment officer of international equity	1 Mar 2006	Other	2304391
Maryanne L Roepke	Chief compliance officer	1 Jul 2006	Other	5315164
Jonathan Stuart Thomas	Executive vice president and director	1 Feb 2007	Other	1581086
Enrique Chang	President, chief executive officer and chief investment officer	1 Feb 2007	Other	2304391
Jon Walter Zindel	Chief financial officer, chief accounting officer and senior vice president	1 Feb 2007	Other	2792693
Charles A Etherington	General counsel and senior vice president	1 Mar 2007	Other	2473136
David Charles Tucker	Senior vice president	1 Mar 2007	Other	2108116
Jami D Waggoner	Chief financial officer, chief accounting officer and vice president	1 Jun 2012	Other	2728244
Patrick Thomas Bannigan	Chief financial officer, chief accounting officer, vice president and director	1 Apr 2013	Other	1972871
Amy Diane Shelton	Chief compliance officer	1 Feb 2014	Other	2556023
George David Macewen	Co-president, co-chief executive officer, and co-chief investment officer	1 Mar 2014	Other	2157116
Victor Sheng Zhang	Co-president, co-chief executive officer, and co-chief investment officer	1 Mar 2014	Other	4871955

Indirect Owners

The SEC currently registers 16 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
James Evans Stowers	Shareholder	1 Feb 1958	50% - 75%	437820
Jr. James Evans Stowers	Shareholder	1 Feb 1958	50% - 75%	437820
Inc. Nomura Holdings	Shareholder	1 Apr 1989	75% - 100%	foreign
Trustee Of The James E. Stowers Jr. Twentieth Century Companies Stock Trust Dated January 13 1995 James E. Stowers Jr.	Shareholder of class b shares	1 Jan 1995	50% - 75%	xxx-xx-xxxx
Jr. James Evans Stowers	Shareholder of class b shares	1 Jan 1995	25% - 50%	437820
Inc. Stock Trust James E. Stowers Twentieth Century Companies	Shareholder of class b shares	1 Jan 1995	25% - 50%	27-6529307
Inc. Jpmac Holdings	Shareholder	1 Jan 1998	25% - 50%	52-2073629
Jpmorgan Chase & Co.	Shareholder	1 Jan 1998	75% - 100%	13-2624428
Inc. Stowers Institute For Resource Development	Shareholder of class a shares	1 Dec 2001	50% - 75%	43-1806975
Inc. Stowers Resource Management	Shareholder of class a shares	1 Aug 2008	25% - 50%	41-2186719
Richard William Brown	Trustee	1 Feb 2010	Other	5773927
Canadian Imperial Bank Of Commerce	Shareholder of class a shares	1 Aug 2011	25% - 50%	13-1942440
Canadian Imperial Bank Of Commerce	Shareholder of special voting preferred class shares	1 Sep 2011	75% - 100%	13-1942440
Stowers Institue For Medical Research	Shareholder of class b shares	1 Nov 2011	25% - 50%	43-1684454
Nomura Holding America Inc.	Member	1 Dec 2015	75% - 100%	13-3518229
Llc Nomura Am Holdings Usa	Shareholder of class a shares	1 May 2016	25% - 50%	13-3518229

Based in Kansas City

The principal office where American Century Investment Management Inc performs its advisory services is located at 4500 Main Street, Kansas City, MO 64111 7709 The mailing address of the firm is P.O. Box 410141, Kansas City, MO 64141 0141. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 816-531-5575 or by fax 816-340-4964. The normal business hours are 8:00 a.m. to 5:00 p.m. m-f on Monday - Friday. You can find more information about the New York firm at americancentury.com and its LinkedIn profile.