# Kipling & Co.

> Kipling & Co. is a state-registered investment advisory firm in Albuquerque, NM, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 277115
- Filed as: KIPLING & CO.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Albuquerque, NM
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/277115
- AdvisorCensus page: https://advisorcensus.com/firm/kipling-and-co-albuquerque-nm-277115

## Quick answers

**How is Kipling & Co. compensated?**
On its Form ADV (Item 5.E, October 2026), Kipling & Co. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Kipling & Co. located?**
Kipling & Co.'s principal office is in Albuquerque, NM, according to its Form ADV.

**Is Kipling & Co. registered with the SEC or a state?**
Kipling & Co. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 277115.

**How much does Kipling & Co. manage?**
Kipling & Co. reports $5,900,000 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (83% discretionary).

**What types of clients does Kipling & Co. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22).

**Does Kipling & Co. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/277115

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $5,900,000
- Discretionary: $4,900,000
- Non-discretionary: $1,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $5,900,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT, NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kipling & Co. (CRD 277115): Form ADV filing data as of October 2026.