Rather & Kittrell, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated March 27, 2026, reports $2.3B in regulatory assets under management, 32 employees, 1 office, and 3,206 accounts.
Top client segmentIndividuals represent 55.2% of total clients.
Top client categories% of clientsClients
1
Individuals
55.2%
613
2
HNWI
33.2%
369
3
Pension Plans
10.2%
113
4
Charitable
0.6%
7
5
Banks
0.3%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
FIRM ACCOUNTS<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 27, 2026
Discretionary57.7%
$1.3B
58% of total RAUM57.7%
Non-discretionary42.3%
$952M
42% of total RAUM42.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts3,206
10Y AUM Change+$1.7B (+347.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee35:1
10Y Employee Change+14 (+77.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.