KIPLINGER WEALTH ADVISORS

Legal name: KIPLINGER INVESTMENT ADVISORS, LLC.

CRD 116726File 801-129277

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$261.7M

Below cohort median (national)

Discretionary AUM

$261.7M

Clients

434

1,103 accounts

Employees

Below cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jan 2, 2024
Principal office: 24 REMICK BLVD, SPRINGBORO, OH, 45066-9557
Phone: 937-886-1442
Website: HTTPS://WWW.KIPLINGERWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $261.7M
Discretionary AUM: $261.7M
Non-discretionary AUM: $0
Discretionary accounts: 1,103
Non-discretionary accounts: 0
Total accounts: 1,103
AUM per client: $603K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	61	$131.7M
Individuals (other than high net worth individuals)	373	$129.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Commissions
Other (described) — SOLICITOR/REFERRAL FEES
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.