KITCHING PARTNERS, LLC
Firm details
- Headquarters
- CONSHOHOCKEN, Pennsylvania
- CRD number
- 325042
- Registered since
- July 7, 2023
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.67%
- Individuals0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kitching Partners, LLC is an independent registered investment adviser that works primarily with individual and family clients. The firm offers financial planning and portfolio management for individuals, small businesses, and institutional or business clients. It operates on a fee model that includes both percentage-of-AUM and fixed-fee engagements. Kitching Partners does not position itself as a capital allocator or as an active ESG investor; instead it appears to implement client portfolios through managed public funds and select third-party strategies. Kitching Partners became SEC-registered in 2023 and is owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Private Funds35%
- State & Local Bonds5%
- Exchange Traded Equities2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2NICHOLAS NEILIO
Chief Financial OfficerCRD 6318346
Kaitlyn Ranieri
Chief Compliance OfficerCRD 8062833
Contacts
2 of 2Gregory Dob
Investment Adviser RepresentativeCRD 7985861
STEPHEN KITCHING
Managing MemberCRD 2192714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$112M in ETFs
75%
$84.2M
11%
$28.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $16.2M | 75,521 | 14.47% |
Location
CONSHOHOCKEN, PA
MONTGOMERY
Location
CONSHOHOCKEN, PA
Headquartered in CONSHOHOCKEN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 555 E North Ln
- Time zone
- ET (UTC-5)
- Office locations
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