Stites Financial Consulting

Overview

Stites Financial Consulting is an independent registered investment adviser organized as a partnership and governed by an individual owner. The firm is SEC-registered (2025) and charges clients on a percentage-of-AUM fee basis. Its client mix spans wealthy individuals and families as well as institutional and business clients, with advisory work focused on portfolio management for individuals, small businesses, and institutions. The firm also operates as an insurance broker and lists affiliations with accountants and insurance companies. Stites does not position itself as a separate capital allocator and is not an active ESG investor.

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Public Holdings

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Location & Offices