Kitching Partners provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 26–50 clients last fiscal year.
Kitching Partners reports 119 clients. They include 110 high-net-worth individuals and 9 individual clients. Of its assets, 64.9% ($419M across 121 accounts) are managed with discretion; $227M across 73 accounts are not. Of its clients, 31% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 8% | <1% |
| High-net-worth individuals | 92% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 9 | $2.15M | 0.3% | $239K |
| High-net-worth individuals | 110 | $644M | 99.7% | $5.85M |
| Total | 119 | $646M | 100% | $5.43M |
- Clients
- 9
- Regulatory AUM
- $2.15M
- AUM share
- 0.3%
- Avg. per client
- $239K
- Clients
- 110
- Regulatory AUM
- $644M
- AUM share
- 99.7%
- Avg. per client
- $5.85M
Total
- Clients
- 119
- Regulatory AUM
- $646M
- AUM share
- 100%
- Avg. per client
- $5.43M
- Clients outside the U.S.
- 31%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Kitching Partners charges 0.15%–1.00% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Family Enterprise Services
- Family enterprise services are charged on a fixed fee basis that is negotiable, and may be included in the asset management fee for clients who use both services.
Stephen Kitching owns 75% or more of Kitching Partners. The leadership team of Kitching Partners includes Chief Compliance Officer Kaitlyn Ranieri. It has 19 employees, 5 of them in advisory roles.
Leadership
- Kaitlyn RanieriChief Compliance Officer
- Stephen KitchingManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 19 employees
- 5 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Kitching Partners, LLC
Stephen Kitching
Control person · since March 2023
Kitching Partners’ regulatory assets grew 1.6× from $416M (July 2023) to $646M (March 2026); clients rose from 21 to 119 and employees from 10 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $646M | 119 | 19 | 1 |
| March 2025 | $539M | 103 | 18 | 1 |
| March 2024 | $478M | 89 | 16 | 1 |
| July 2023 | $416M | 21 | 10 | 1 |
Besides its headquarters, Kitching Partners has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 555 E North Lane, Suite 5045, ConshohockenHQ
Contact and registration details
- Legal name
- Kitching Partners, LLC
- Headquarters
- 555 E North Lane, Suite 5045, Conshohocken, PA 19428
- Website
- Not reported
- Phone
- 267-209-0830
- @kitching-partners-llc
- SEC file
- 801-127433
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Kitching Partners uses Charles Schwab ($206M, 53%) and J.P. Morgan ($186M, 47%) as custodians for its separately managed accounts. Kitching Partners has custody of $240M in client assets for 59 clients.
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $206M53%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $186M47%
At year end, Kitching Partners’ separately managed accounts were mostly in funds (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $116M across 40 positions; the largest are Vanguard Specialized Funds (15.4%), Vanguard Tax-managed Fds (12.3%) and Vanguard BD Index Fds (10.6%).
What the accounts hold
- Stocks2%
- Funds91%
- Registered funds56%
- Pooled vehicles35%
- Bonds6%
- State and local bonds5%
- Investment grade corporate bonds1%
- Cash1%
Reported 13F holdings
- $116M
- Reported 13F value
- 40
- Positions
- 82.0%
- In the 10 largest
- +7.1%
- Value vs. prior quarter
- Vanguard Specialized Funds · Div App ETF15.4%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt12.3%
- Vanguard BD Index Fds · Vanguard Ultra10.6%
- SPDR Series Trust · ST Str SP Div8.7%
- iShares TR · 0-5yr HI YL CP8.4%
- Vanguard Index Fds · S&P 500 ETF Shs6.5%
- iShares Gold TR · iShares New6.2%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF6.0%
- Vanguard Whitehall Fds · EM MK Gov BD ETF4.1%
- Vanguard Scottsdale Fds · Long Term Treas3.9%
Together, the ten largest are 82.0% of reported value.
How many clients does Kitching Partners have?
Kitching Partners has 119 clients and manages $646 million for them, as of March 2026. They include 110 high-net-worth individuals and 9 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Kitching Partners offer?
Kitching Partners provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kitching Partners charge?
Kitching Partners charges 0.15%–1.00% a year for its Asset Management. The fee is billed in advance and is negotiable.
Source: 2026 KITCHING PARTNERS FORM ADV PART 2A, filed 25 March 2026
Which custodians does Kitching Partners use?
Kitching Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $206M and J.P. Morgan Securities LLC (New York, NY), with $186M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Kitching Partners have?
Kitching Partners has 3 investment adviser representatives registered with state securities authorities, out of 19 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kitching Partners invest in?
At the end of its last fiscal year, Kitching Partners’ separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 35% pooled vehicles (private funds and similar), 5% state and local bonds, 2% exchange-traded equities, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kitching Partners?
Kitching Partners’ direct owner is Stephen Kitching (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Kitching Partners get paid?
Kitching Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Kitching Partners registered with the SEC?
Yes, Kitching Partners has been registered with the SEC as an investment adviser since 7 July 2023. Its CRD number is 325042 and its SEC file number is 801-127433.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Kitching Partners?
Kitching Partners’ main office is at 555 E North Lane, Suite 5045, Conshohocken, PA 19428. Its phone number is 267-209-0830.