STITES FINANCIAL CONSULTING

Overview

Stites Financial Consulting is a partnership that provides fee-based portfolio management primarily to individuals, families and small businesses, with selective work for institutional clients. The firm charges a percentage-of-AUM advisory fee and operates an insurance brokerage alongside its advisory practice, which suggests a hybrid model combining financial planning, risk-transfer products and investment management. It is organized under individual ownership, is not positioned as a multi-state or pension consultant, and does not identify as an active ESG investor. Investment activity is focused on listed equities: the firm shows a clear preference for exchange-traded instruments to build client portfolios. Advisory services cover discretionary portfolio management for both personal and business clients. Stites appears to run model-driven or separately managed account strategies implemented predominantly in public markets, with supplemental allocations to third-party managed alternatives and mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices