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| Happy Holidays!! thanks for using AUM13F!! |
| Rather & Kittrell Inc
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| CRD # | 114885 |
| SEC # | 801-66996 |
| CIK # | 0001582112 |
| AUM | $1.9 B (2025-04-11) |
| Employees | 30 (53% Investors, 0% Brokers) |
| Phone | 865-218-8400 |
| Address | 11905 Kingston Pike Knoxville, TN 37934 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Martin Marietta Materials Inc | 17.3 | ||
| Apple Inc | 2.4 | ||
| BB&T Corp | 2.4 | ||
| Lowes Companies Inc | 2.3 | ||
| Vulcan Materials Co | 1.9 | ||
| Hilton Grand Vacations Inc | 1.9 | ||
| Microsoft Corp | 1.7 | ||
| First Horizon National Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 713 | 290.2 |
| (b) Individuals (high net worth individuals) | 293 | 769.6 |
| (c) Banking or thrift institutions | 3 | 70.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 110 | 706.5 |
| (h) Charitable organizations | 6 | 5.4 |
| (i) State or municipal government entities | 1 | 1.5 |
| (j) Other investment advisers | 1 | 1.3 |
| (k) Insurance companies | 1 | 2.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 7.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,129 | 1,855.2 |
| By Discretionary | ||
| Discretionary | 3,020 | 1,096.0 |
| Non-Discretionary | 109 | 759.2 |
| Total | 3,129 | 1,855.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 1,854.1 | |
| Total | 3,129 | 1,855.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001582112] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heitman Real Estate Securities LLC
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|
IL | 1.9 |
|
Boston Family Office LLC
✚
|
MA | 1.9 |
|
Suncoast Equity Management LLC
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|
FL | 1.9 |
|
Avity Investment Management Inc
✚
|
CT | 1.9 |
|
van Hulzen Asset Management LLC
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|
CA | 1.9 |
|
Albion Management Group
✚
|
UT | 1.9 |
|
Private Wealth Asset Management LLC
✚
|
NE | 1.8 |
|
Balis Enterprises LLC
✚
|
1.8 | |
|
Traynor Capital Management Inc
✚
|
PA | 1.8 |
|
United Asset Strategies Inc
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|
NY | 1.8 |