KIPLINGER INVESTMENT ADVISORS, LLC.
Legal name: KIPLINGER WEALTH ADVISORS
CRD #116726 SEC #801-129277 SPRINGBORO, OH 937-886-1442
SEC Registered
Total AUM
$212.8M
Discretionary
$212.8M
Employees
4
Clients
10
Accounts
909
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $212.8M | $212.8M | $0 | 4 | 0 |
| Mar 2025 | $212.8M | $212.8M | $0 | 4 | 0 |
| Oct 2024 | $189.1M | $189.1M | $0 | 3 | 0 |
| Mar 2024 | $189.1M | $189.1M | $0 | 4 | 0 |
| Nov 2023 | $162.1M | $162.1M | $0 | 4 | 0 |
| Jun 2011 | $17.5M | $15.7M | $1.8M | 10 | -- |
| Mar 2011 | $17.5M | $15.7M | $1.8M | 10 | -- |
| Aug 2010 | $55.8M | $53M | $2.8M | 10 | -- |
| Feb 2008 | $53.1M | $51.3M | $1.8M | 10 | -- |
| Jan 2008 | $53.1M | $51.3M | $1.8M | 10 | -- |
| Sep 2007 | $53.1M | $51.3M | $1.8M | 10 | -- |
| Mar 2007 | $53.1M | $51.3M | $1.8M | 10 | -- |
| Jan 2007 | $37.8M | $36.6M | $1.2M | 5 | -- |
| Dec 2006 | $37.8M | $36.6M | $1.2M | 5 | -- |
DateApr 2025
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$189.1M
Discretionary$189.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$189.1M
Discretionary$189.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2011
Total AUM$17.5M
Discretionary$15.7M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2011
Total AUM$17.5M
Discretionary$15.7M
Non-Disc.$1.8M
Employees10
Clients--
DateAug 2010
Total AUM$55.8M
Discretionary$53M
Non-Disc.$2.8M
Employees10
Clients--
DateFeb 2008
Total AUM$53.1M
Discretionary$51.3M
Non-Disc.$1.8M
Employees10
Clients--
DateJan 2008
Total AUM$53.1M
Discretionary$51.3M
Non-Disc.$1.8M
Employees10
Clients--
DateSep 2007
Total AUM$53.1M
Discretionary$51.3M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2007
Total AUM$53.1M
Discretionary$51.3M
Non-Disc.$1.8M
Employees10
Clients--
DateJan 2007
Total AUM$37.8M
Discretionary$36.6M
Non-Disc.$1.2M
Employees5
Clients--
DateDec 2006
Total AUM$37.8M
Discretionary$36.6M
Non-Disc.$1.2M
Employees5
Clients--