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KIPLINGER INVESTMENT ADVISORS, LLC.

Advisory

N·SPRINGBORO, OH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$262M
1-Year AUM Growth
+12.5%
3-Year CAGR
+17.3%
Employees
5
Assets Under Management
Total AUM$262M
Discretionary AUM$262M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients374
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)-25.0%
Filing History
Total Filings on Record19
First FilingMay 1, 2006
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 20+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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