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, individual-owned limited liability RIA that registered with the SEC in 2023. The firm serves individuals and families and offers financial planning alongside portfolio management for individuals, small businesses, and institutional/business clients. Its fee schedule combines percentage-of-AUM billing with fixed-fee arrangements. Kitching does not position itself as a capital allocator and does not identify as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$134M in ETFs
74%
$99.9M
11%
$34.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $19.2M | 82,104 | 14.24% |
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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