RATHER & KITTRELL, INC.

11905 Kingston Pike
Knoxville, Tennessee 37934
Tel: 865-218-8400

About RATHER & KITTRELL, INC.

RATHER & KITTRELL, INC, formally registered with the SEC as RATHER & KITTRELL, INC. The firm was established in 07/14/2006. They have over 2 offices throughout the country.

RATHER & KITTRELL, INC. is a Knoxville, Tennessee based Financial Planning firm with nearly $1,491,125,911 assets under management, offering retirement planning & investment advisory services to 2905 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114885
SEC#	801-66996
Assets Managed by Firm	$1,491,125,911
No. of Clients	2905
No. of Advisors	28

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2905	$1,491,125,911
Individuals (other than high net worth individuals)	727	$241,032,911
High net worth individuals	281	$668,008,135
Pension and profit sharing plans	104	$506,162,273
Charitable organizations	6	$4,798,721
Other investment advisers	1	$1,199,044
Corporations or other businesses	3	$6,949,189

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JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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