Kitching Partners, LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 325042
- Registered since
- July 7, 2023
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.67%
- Individuals0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kitching Partners, LLC is an independent, SEC-registered registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on individual and family clients and charges fees by percentage of assets under management as well as fixed fees. Its advisory services include financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Private Funds35%
- State & Local Bonds5%
- Exchange Traded Equities2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2Nicholas Neilio
Chief Financial OfficerCRD 6318346
Kaitlyn Ranieri
Chief Compliance OfficerCRD 8062833
Contacts
2 of 2Gregory Dob
Investment Adviser RepresentativeCRD 7985861
Stephen Kitching
Managing MemberCRD 2192714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$120M in ETFs
75%
$89.8M
10%
$30.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $18M | 75,866 | 14.95% |
Location
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 555 E North Ln
- Time zone
- ET (UTC-5)
- Office locations
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