# KIPP FINANCIAL GROUP, INC.

KIPP FINANCIAL GROUP, INC. of VENTURA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108811
- Type: SEC-registered investment adviser
- SEC file number: 801-36879
- Location: 950 COUNTY SQUARE DRIVE, SUITE 211, VENTURA, CA, 93003
- Phone: 805-650-7654
- Latest filing: 2017-04-03
- Regulatory AUM: $123.9M
- Non-discretionary AUM: $123.9M
- Clients: 4
- Accounts: 1,059

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| KIPP STEPHEN JOSEPH | CEO/CFO/PRES/CHIEF COMPLIANCE OFFICER; CEO/PRES/CCO; CEO/PRES/CHIEF COMPLIANCE OFFICER (+3 more) | — |
| PRITCHARD JULIE ANN | SECTY/CAO/EVP; SECTY, OPS/COMPLIANCE MGR | — |
| BRANT JOHN ROBERT | DIRECTOR; OWNER/TRUSTEE; REGIONAL VICE PRESIDENT (+1 more) | — |
| DRUMMOND DARRELL JOHN | 24% SHAREHOLDER/ REGIONAL VP | — |
| KIPP LYNN AVERILL | OWNER/TRUSTEE; OWNER/YTRUSTEE; VICE PRESIDENT | — |
| BRANT CHERYL ANN | OWNER/TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108811/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108811/similar
- Related entities: https://search.stillhousedata.com/firm/108811/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108811

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.