Kiplinger Investment Advisors, LLC.
● SEC registered since 2024CRD 116726SEC# 801-129277Springboro, OH
Reg. AUM
$261.7M
Employees
5
Accounts
1,103
Location
Springboro, OH
Kiplinger Investment Advisors, LLC. assets under management
Kiplinger Investment Advisors, LLC. operates as an SEC-registered investment adviser based in Springboro, OH. The firm has been registered since 2024. It reports $261.7 million in regulatory assets under management and employs 5 people.
Kiplinger Investment Advisors, LLC. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad Elliot Kiplinger Control | President/Chief Compliance Officer/Managing Member | Over 75% | 1998 |
Frequently asked questions
How much does Kiplinger Investment Advisors, LLC. manage?
Kiplinger Investment Advisors, LLC. reports $261.7 million in regulatory assets under management on its Form ADV.
How many employees does Kiplinger Investment Advisors, LLC. have?
Kiplinger Investment Advisors, LLC. reports 5 employees.
Where is Kiplinger Investment Advisors, LLC. located?
Kiplinger Investment Advisors, LLC. is based in Springboro, OH and has been SEC-registered since 2024.
Does Kiplinger Investment Advisors, LLC. disclose fund performance?
Kiplinger Investment Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 Remick Blvd, Springboro, OH 45066-9557 |
| Phone | 937-886-1442 |
| Fax | 937-886-1664 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$261.7M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$261.7Mregulatory AUM
Discretionary $261.7M