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RATHER & KITTRELL, INC.
CRD 114885 · SEC 801-66996
11905 KINGSTON PIKE, KNOXVILLE, TN, 37934, United States
Phone
865-218-8400
Fax
865-218-8450
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.25B
Discretionary AUM
$1.30B
Team
32 total employees; 17 advisory reps; 19 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 613 | $275.1M |
| High net worth individuals | 369 | $993.0M |
| Banking/thrift institutions | 3 | $79.7M |
| Pension/profit sharing plans | 113 | $864.7M |
| Charitable organizations | 7 | $23.9M |
| State/municipal entities | 1 | $1.8M |
| Other investment advisers | 1 | $1.7M |
| Insurance companies | 1 | $3.0M |
| Corporations/business entities | 2 | $9.3M |
States served
AL, GA, LA, NC, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD