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Kiplinger Investment Advisors, LLC.

● SEC registered since 2024CRD 116726SEC# 801-129277Springboro, OH
Export (members)
Reg. AUM
$212.8M
Employees
4
Accounts
909
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 $212.8 million in regulatory assets under management and employs 4 people.
www.kiplingerwealth.comView on SEC.gov ↗

Kiplinger Investment Advisors, LLC. owners & executives

1 reported
NameTitleOwnershipSince
Brad Elliot Kiplinger ControlPresident/Chief Compliance Officer/Managing MemberOver 75%1998

Frequently asked questions

How much does Kiplinger Investment Advisors, LLC. manage?

Kiplinger Investment Advisors, LLC. reports $212.8 million in regulatory assets under management on its Form ADV.

How many employees does Kiplinger Investment Advisors, LLC. have?

Kiplinger Investment Advisors, LLC. reports 4 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

Address24 Remick Blvd, Springboro, OH 45066-9557
Phone937-886-1442
Fax937-886-1664
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$212.8M
Non-discretionary$0
Total (RAUM)$212.8M