Overview
Assets Under Management: $132 million
Headquarters: WILTON, CA
High-Net-Worth Clients: 73
Average Client Assets: $1.2 million
Frequently Asked Questions
STITES FINANCIAL CONSULTING 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 #293058), STITES FINANCIAL CONSULTING is subject to fiduciary duty under federal law.
STITES FINANCIAL CONSULTING is headquartered in WILTON, CA.
STITES FINANCIAL CONSULTING serves 73 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, STITES FINANCIAL CONSULTING offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
STITES FINANCIAL CONSULTING manages $132 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, STITES FINANCIAL CONSULTING serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.53%
Average Client Assets: $1.2 million
Total Client Accounts: 563
Discretionary Accounts: 563
Regulatory Filings
CRD Number: 293058
Filing ID: 2060003
Last Filing Date: 2026-03-20 16:49:21