Overview
Assets Under Management: $1.9 billion
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 293
Average Client Assets: $3 million
Frequently Asked Questions
RATHER & KITTRELL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114885), RATHER & KITTRELL, INC. is subject to fiduciary duty under federal law.
RATHER & KITTRELL, INC. is headquartered in KNOXVILLE, TN.
RATHER & KITTRELL, INC. serves 293 high-net-worth clients according to their SEC filing dated April 11, 2025. View client details ↓
According to their SEC Form ADV, RATHER & KITTRELL, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
RATHER & KITTRELL, INC. manages $1.9 billion in client assets according to their SEC filing dated April 11, 2025.
According to their SEC Form ADV, RATHER & KITTRELL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 293
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.48
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,129
Discretionary Accounts: 3,020
Non-Discretionary Accounts: 109
Regulatory Filings
CRD Number: 114885
Filing ID: 1978743
Last Filing Date: 2025-04-11 09:15:00
Website: https://rkcapital.com