|
⚲
|
| Kiplinger Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 116726 |
| SEC # | 801-129277 |
| CIK # | |
| AUM | $261.7 M (2026-03-27) |
| Employees | 5 (100% Investors, 60% Brokers) |
| Phone | 937-886-1442 |
| Address | 24 Remick Blvd Springboro, OH 45066-9557 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 129.9 |
| (b) Individuals (high net worth individuals) | 61 | 131.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,103 | 261.7 |
| By Discretionary | ||
| Discretionary | 1,103 | 261.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,103 | 261.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.7 | |
| Total | 1,103 | 261.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harmony Point Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Horizon Financial Services LLC
✚
|
NC | 0.3 |
|
Brucke Financial Inc
✚
|
0.3 | |
|
Bradford Financial Services Corp
✚
|
0.3 | |
|
Corepath Wealth Partners LLC
✚
|
AZ | 0.3 |
|
Portfolio Advisors Inc
✚
|
CA | 0.3 |
|
CGI Plan Advisors Inc
✚
|
PA | 0.3 |
|
The Wealth Conservancy Inc
✚
|
CO | 0.3 |
|
Archetype Advisors LLC
✚
|
PA | 0.3 |
|
Storyone LLC
✚
|
KS | 0.3 |