Kipling & Co

Overview

Kipling & Co operates as a small, independent registered investment adviser serving individual and family clients with a compact, equity-focused offering. The firm emphasizes financial planning and portfolio management for individuals and small businesses, delivering advice under a mix of percentage-of-AUM and hourly fee arrangements. Investment activity is concentrated on exchange-traded equities and related strategies, with a clear preference for equity exposure as the primary driver of client portfolios. Given its size, the firm appears to run concentrated, account-level strategies — including separately managed accounts (SMAs) — rather than large pooled funds. The adviser uses third‑party alternative managers to access hedge fund strategies, suggesting they seek low‑correlation or absolute‑return complements to their equity core when appropriate. Kipling & Co does not position itself as a multi‑state adviser or pension consultant, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices