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RATHER & KITTRELL, INC.
CRD 114885File 801-66996
APPROVED
Retail clients
Custody
Filing as of Aug 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.25B
Top 25% of cohort (national)
Discretionary AUM
$1.30B
Non-discretionary $951.8M
Clients
1,110
3,206 accounts
Employees
32
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 14, 2006
- Principal office
- 11905 KINGSTON PIKE, KNOXVILLE, TN, 37934
- Phone
- 865-218-8400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.25B
- Discretionary AUM
- $1.30B
- Non-discretionary AUM
- $951.8M
- Discretionary accounts
- 3,093
- Non-discretionary accounts
- 113
- Total accounts
- 3,206
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $9.3M |
| Insurance companies | Fewer than 5 | $3.0M |
| Charitable organizations | 7 | $23.9M |
| Other investment advisers | Fewer than 5 | $1.7M |
| High net worth individuals | 369 | $993.0M |
| Banking or thrift institutions | Fewer than 5 | $79.7M |
| Pension and profit sharing plans | 113 | $864.7M |
| State or municipal government entities | Fewer than 5 | $1.8M |
| Individuals (other than high net worth individuals) | 613 | $275.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.