Catherine Kipling
Kipling & · Sandia Park, New Mexico
Catherine Kipling is a fee-only financial advisor at Kipling & in Sandia Park, New Mexico. Kipling & reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Kipling & |
|---|---|
| Based in | Sandia Park, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $5.9M across 45 accounts |
| SEC registration | Investment adviser representative in MT, NM · CRD 4919976 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Catherine's firm compares
- Kipling &'s average account is about $131,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Catherine
Is Catherine Kipling a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Kipling & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, Kipling &, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Catherine Kipling based?
Catherine Kipling is based in Sandia Park, New Mexico.
Is Catherine Kipling registered with the SEC?
Yes. Catherine Kipling is registered as an investment adviser representative in MT and NM (CRD 4919976), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kipling & manage?
Kipling & reports $5.9M across 45 accounts in assets under management.
How do I contact Catherine Kipling?
Contact details aren't on file yet. Search for Kipling &.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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