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 investment adviser operating as a corporation and owned by domestic individuals. Registered in 2006, the firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that selects third-party managers when appropriate. Its advisory scope includes financial planning, portfolio management for individuals and for businesses or institutions, pension consulting and the selection of other advisers. The firm uses a mix of fee arrangements — percentage of AUM, hourly charges, fixed fees and commissions — and is not identified as an active ESG investor. Public recognition includes placement on Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and CNBC’s Top 100 Financial Advisory Firms lists in 2022 and 2025.