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STITES FINANCIAL CONSULTING
CRD 293058File 801-132438
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$132.3M
Bottom 25% of cohort (national)
Discretionary AUM
$132.3M
Clients
265
563 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 17, 2025
- Principal office
- 9516 CLAY STATION ROAD, WILTON, CA, 95693
- Phone
- 916-601-1992
- Website
- HTTPS://STITESFC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $132.3M
- Discretionary AUM
- $132.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 563
- Non-discretionary accounts
- 0
- Total accounts
- 563
- AUM per client
- $499K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.6M |
| High net worth individuals | 73 | $86.7M |
| Individuals (other than high net worth individuals) | 191 | $43.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.