Rather & Kittrell Inc

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Assets, Funds, Holdings

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Rather & Kittrell Inc
CRD #114885
SEC #801-66996
CIK #0001582112
AUM $1.5 BB (2024-03-12)
Employees 28 (57% Investors, 0% Brokers)
Phone865-218-8400
Address11905 Kingston Pike
Knoxville, TN 37934
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
1500120090060030002005201120182025
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 ($MM)
4003202401608002022202320242025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001582112]
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Rockbridge Investment Management LLC
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Perennial Investment Advisors LLC
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Prism Financial Group LLC
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Financial Management Network Inc
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