SourcingSourcing

KIPLINGER INVESTMENT ADVISORS, LLC.

B50
CRD 116726·SEC 801-129277·SPRINGBORO, OH
AUM
$261.7M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$785K
@ 30% margin
Est. Deal Value
$6.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KIPLINGER INVESTMENT ADVISORS, LLC.
CRD
116726
SEC file #
801-129277
EIN
—
DBA names
Kiplinger Wealth Advisors

Economics

AUM
$261.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$212.8M → $261.7M▲ +23%
Client mix
Individuals Other373
Individuals High Net Worth61

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
4 advisors → 5 advisors▲ +25%
Primary office
SPRINGBORO OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed feesCommissionsOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
kiplingerwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIPLINGER, BRAD, ELLIOT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KIPLINGER, BRAD, ELLIOT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KIPLINGERWEALTH.COM
Rdap Domain Creation Date
2018-03-29T19:52:33Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab4
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-29T19:52:33Z
Rdap Domain Last Changed
2026-01-28T07:32:43Z
Rdap Nameservers
Ns13.worldnic.comNs14.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2348381
Trust Company Affiliate
No

People (8)

8
KIPLINGER, BRAD, ELLIOT
IAR · Direct Owner · 87.5%
2348381
Michael Purcell
IAR
7972765
Douglas J Koogler
IAR
1860457
PAUL JACOB PURCELL
IAR
4128467
EUSTIS JR., DAVID, L
IAR
2808150
OSTER, MARC, PAUL
IAR
1528627
BOVA, BRIAN, JAMES
IAR
4445536
THOMAS MICHAEL PHILLIPS
IAR
2650010