Rather & Kittrell, Inc.

RIASEC RegisteredEst. 2006

Total AUM

$2.3B

Discretionary

$1.3B

58% of AUM

Avg account

$703K

Accounts

3,206

Employees

Advisory reps

Firm details

Headquarters: Knoxville, Tennessee
CRD number: 114885
Registered since: July 14, 2006
Website: rkcapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI44.09%
Pension & Profit Sharing Plans38.39%
Individuals12.21%
Banking / Thrift Institutions3.54%
Charitable Organizations1.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Rather & Kittrell, Inc. is an independent, SEC‑registered advisory firm organized as a corporation and in operation since 2006. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator to third‑party managers. Its advisory offering includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services and selection of other advisers. Fee arrangements are mixed—percentage of AUM plus hourly and fixed fees and some commission‑based work. The firm does not identify as an ESG investor and is not positioned as a multi‑state adviser. Rather & Kittrell has been recognized in industry rankings, including inclusion on Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms list (2020), and CNBC’s Top 100 Financial Advisory Firms lists (2022 and 2025).