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 a corporation operating as an independent registered investment adviser since 2006. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator, which indicates it sources or places client capital with outside managers in addition to managing portfolios directly. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM charges, hourly and fixed fees, and commission-based options. Rather & Kittrell has been recognized in industry rankings: Financial Times’ Top 300 RIAs in 2020, a Top RIA Firms mention from FA Magazine in 2020, and CNBC Top 100 Financial Advisory Firms listings in 2022 and 2025. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.