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Rather & Kittrell Inc
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CRD # | 114885 |
SEC # | 801-66996 |
CIK # | 0001582112 |
AUM | $1.5 BB (2024-03-12) |
Employees | 28 (57% Investors, 0% Brokers) |
Phone | 865-218-8400 |
Address | 11905 Kingston Pike Knoxville, TN 37934 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MLM | 18,860.2 | 17.0 | |
AAPL | 2,382,844.0 | 3.0 | |
LOW | 111,668.6 | 2.5 | |
TFC | 64,400.5 | 2.2 | |
HGV | 4,494.1 | 1.8 | |
MSFT | 1,918,222.4 | 1.5 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 727 | 241.0 |
(b) Individuals (high net worth individuals) | 281 | 668.0 |
(c) Banking or thrift institutions | 4 | 59.6 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 104 | 506.2 |
(h) Charitable organizations | 6 | 4.8 |
(i) State or municipal government entities | 1 | 1.5 |
(j) Other investment advisers | 1 | 1.2 |
(k) Insurance companies | 2 | 1.9 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 6.9 |
(n) Other | 1 | 0.0 |
Total | 2,905 | 1,491.1 |
By Discretionary | ||
Discretionary | 2,789 | 919.1 |
Non-Discretionary | 116 | 572.0 |
Total | 2,905 | 1,491.1 |
By Non-United States Persons | ||
Non-United States Persons | 1.0 | |
United States Persons | 1,490.1 | |
Total | 2,905 | 1,491.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001582112] |
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---|---|---|
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|
CO | 1.5 |
Unigestion UK Ltd
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1.5 | |
Oak Associates Ltd
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Cahaba Wealth Management Inc
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GA | 1.5 |
Azzad Asset Management Inc
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City National Securities Inc
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CA | 1.5 |
Rockbridge Investment Management LLC
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Perennial Investment Advisors LLC
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CA | 1.5 |
Prism Financial Group LLC
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Financial Management Network Inc
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CA | 1.5 |