{"url":"https://nivawealth.com/firms/kitching-partners-325042","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/325042","regulatoryAum":645931853,"crd":"325042","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7985861","suffix":null,"lastName":"Dob","firstName":"Gregory","middleName":null},{"crd":"2192714","suffix":null,"lastName":"KITCHING","firstName":"STEPHEN","middleName":"RICHARD"},{"crd":"6318346","suffix":null,"lastName":"NEILIO","firstName":"NICHOLAS","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-07-06","regulatoryAum":415752483,"clients":21,"employees":10,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":477563232,"clients":89,"employees":16,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":538602628,"clients":103,"employees":18,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":645931853,"clients":119,"employees":19,"offices":1}],"secFileNumber":"801-127433","legalName":"Kitching Partners, LLC","displayName":"Kitching Partners","slug":"kitching-partners-325042","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/kitching-partners-llc","founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"555 E North Lane, Suite 5045","city":"Conshohocken","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19428"},"tradeNames":[],"registration":{"secApproved":"7 July 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":5427998.764705882,"staff":{"employees":19,"advisory":5,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":645931853,"discretionary":418928162,"discretionaryAccounts":121,"nonDiscretionary":227003691,"nonDiscretionaryAccounts":73,"wrapProgram":null,"nonUsClientsPct":31,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":9,"regulatoryAum":2149105},{"label":"High-net-worth individuals","clients":110,"regulatoryAum":643782748}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026593","versionId":1026593,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-25","documentName":"2026 KITCHING PARTNERS FORM ADV PART 2A","fee_rate_low":0.15,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Family Enterprise Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026593","versionId":1026593,"submittedOn":"2026-03-25","documentName":"2026 KITCHING PARTNERS FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:51:54.321266+00:00","documents":[{"name":"2026 KITCHING PARTNERS FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026593","versionId":1026593,"submittedOn":"2026-03-25"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"West Lake, TX","smaAssets":206031587},{"name":"J.P. 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Morgan","location":"New York, NY","smaAssets":185643751}],"custodyNote":"Kitching Partners has custody of $240M in client assets for 59 clients.","leadership":[{"name":"Kaitlyn Ranieri","title":"Chief Compliance Officer","crd":"8062833"},{"name":"Stephen Kitching","title":"Managing Member","crd":"2192714"}],"ownership":[{"label":"Stephen Kitching","detail":"Managing member in the 75% or more ownership band and a control person, since March 2023."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"555 E North Lane, Suite 5045","city":"Conshohocken","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"267-209-0830","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"U.S. state and local bonds","percent":5},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":56},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":35},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/325042/PDF/325042.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026593","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kitching Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kitching Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kitching Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kitching Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kitching Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kitching Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kitching Partners?","answer":"Kitching Partners’ direct owner is Stephen Kitching (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kitching Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Kitching Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Kitching Partners?","answer":"Kitching Partners’ main office is at 555 E North Lane, Suite 5045, Conshohocken, PA 19428. Its phone number is 267-209-0830.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/kitching-partners-325042/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-30","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2010145/000201014526000003/0002010145-26-000003-index.html","totalValue":116379890,"positionCount":40,"top10Share":0.8202050199566265,"top10":[{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":17951317,"shares":75866,"shareType":"SH","priorValue":16241656,"priorShares":75521},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":14328433,"shares":201100,"shareType":"SH","priorValue":12644638,"priorShares":197326},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"VANGUARD 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}