{"url":"https://nivawealth.com/firms/american-century-investment-management-105778","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105778","regulatoryAum":305984711783,"crd":"105778","secFileNumber":"801-8174","legalName":"American Century Investment Management Inc","displayName":"American Century Investment Management","website":"https://www.americancentury.com","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"4500 Main Street","city":"Kansas City","state":"MO","stateName":"Missouri","country":"United States","postalCode":"64111-7709"},"tradeNames":["American Century Investments"],"registration":{"secApproved":"14 December 1971","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":220,"advisory":211,"brokerDealerReps":14,"insuranceAgents":0,"promoters":7},"aum":{"discretionary":305984711783,"discretionaryAccounts":719,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":2324858748,"nonUsClientsPct":10,"nonAumClients":49},"clientTypes":[{"label":"Investment companies","clients":181,"regulatoryAum":257088718587},{"label":"Pooled investment vehicles","clients":93,"regulatoryAum":18809879555},{"label":"Pension and profit-sharing plans","clients":48,"regulatoryAum":20687709706},{"label":"Charitable organizations","clients":6,"regulatoryAum":1094722132},{"label":"State or municipal government entities","clients":null,"regulatoryAum":584738040},{"label":"Insurance companies","clients":13,"regulatoryAum":530345218},{"label":"Sovereign wealth funds and foreign official institutions","clients":8,"regulatoryAum":6607332945},{"label":"Corporations and other businesses","clients":5,"regulatoryAum":106446},{"label":"Other","clients":362,"regulatoryAum":581159154}],"fees":[],"feeNotes":[],"custodians":[{"name":"State Street Bank and Trust Company","shortName":"State Street Bank and Trust","location":"Boston, MA","smaAssets":12716784265},{"name":"HSBC Bank PLC","shortName":"HSBC Bank PLC","location":"London","smaAssets":4189098493},{"name":"The Bank of New York Mellon","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":3392590133},{"name":"The Northern Trust Company","shortName":"The Northern Trust","location":"Chicago, IL","smaAssets":4372980202}],"custodyNote":"American Century Investment Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Victor Zhang","title":"President, Chief Executive Officer, Chief Investment Officer & Director","crd":"4871955"},{"name":"Patrick Bannigan","title":"Chief Financial Officer, Chief Accounting Officer, Vice President, Director and Treasurer","crd":"1972871"},{"name":"Cleo Chang","title":"Senior Vice President and Director","crd":"6475312"},{"name":"John Pak","title":"Senior Vice President and General Counsel","crd":"3226458"},{"name":"Amy Shelton","title":"Chief Compliance Officer","crd":"2556023"}],"ownership":[{"label":"American Century Companies, Inc.","detail":"Shareholder in the 75% or more ownership band and a control person, since December 1984."},{"label":"Stowers Resource Management, Inc.","detail":"Indirect owner: a shareholder of class a shares of American Century Companies, Inc. in the 25% to 50% band and a control person, since August 2008.","parent":"American Century Companies, Inc."},{"label":"Stowers Institue for Medical Research","detail":"Indirect owner: a shareholder of class b shares of American Century Companies, Inc. in the 25% to 50% band and a control person, since November 2011.","parent":"American Century Companies, Inc."},{"label":"Nomura Am Holdings USA, LLC","detail":"Indirect owner: a shareholder of class a shares of American Century Companies, Inc. in the 25% to 50% band, since May 2016. Also a shareholder of special voting preferred class shares of American Century Companies, Inc. in the 75% or more band, since May 2016.","parent":"American Century Companies, Inc."},{"label":"Nomura Holding America Inc.","detail":"Indirect owner: a member of Nomura Am Holdings USA, LLC in the 75% or more band, since December 2015.","parent":"Nomura Am Holdings USA, LLC"},{"label":"Nomura Holdings, Inc.","detail":"Indirect owner: a shareholder of Nomura Holding America Inc. in the 75% or more band, since April 1989.","parent":"Nomura Holding America Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":7,"privateResidences":0},"listedOfficeAddresses":6,"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"360 E. 2nd Street","city":"Los Angeles"},{"street":"3945 Freedom Circle","city":"Santa Clara"}]},{"state":"Connecticut","offices":1,"addresses":[{"street":"70 Main Street","city":"New Canaan"}]},{"state":"Missouri","offices":1,"addresses":[{"street":"4500 Main Street","city":"Kansas City","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"330 Madison Avenue","city":"New York"}]},{"state":"Oregon","offices":1,"addresses":[{"street":"2540 Ne Martin Luther King JR. Boulevard","city":"Portland"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"816-531-5575","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":89},{"label":"U.S. government/agency bonds","percent":2},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":3},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":3},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":3},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/105778/PDF/105778.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does American Century Investment Management have?","answer":"American Century Investment Management has 716 clients and manages $306 billion for them, as of March 2026. They include 362 other clients, 181 investment companies and 93 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does American Century Investment Management offer?","answer":"American Century Investment Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does American Century Investment Management use?","answer":"American Century Investment Management’s separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $12,716,784,265, The Northern Trust Company (Chicago, IL), with $4,372,980,202, HSBC Bank PLC (London), with $4,189,098,493 and The Bank of New York Mellon (New York, NY), with $3,392,590,133. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does American Century Investment Management have?","answer":"American Century Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 220 employees, and 211 perform investment advisory functions. 14 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does American Century Investment Management invest in?","answer":"At the end of its last fiscal year, American Century Investment Management’s separately managed accounts held 89% exchange-traded equities, 3% registered funds (mutual funds, ETFs, BDCs), 3% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% cash and equivalents. It advises 3 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns American Century Investment Management?","answer":"American Century Investment Management is owned through a chain of holding companies by Stowers Resource Management, Inc., Stowers Institue for Medical Research and Nomura Holdings, Inc. Its direct owner is American Century Companies, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does American Century Investment Management get paid?","answer":"American Century Investment Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}