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RATHER & KITTRELL, INC.

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

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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 StatusApproved
Firm CRD#114885
SEC#801-66996
Assets Managed by Firm$1,491,125,911
No. of Clients2905
No. of Advisors28

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 ClientsAUM
Firm Total2905$1,491,125,911
Individuals (other than high net worth individuals)727$241,032,911
High net worth individuals281$668,008,135
Pension and profit sharing plans104$506,162,273
Charitable organizations6$4,798,721
Other investment advisers1$1,199,044
Corporations or other businesses3$6,949,189

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