R.i.t. Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
R.i.t. Wealth Advisors reports 262 clients. They include 172 individual clients and 90 high-net-worth individuals. Of its assets, 100.0% ($235M across 530 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 29% |
| High-net-worth individuals | 34% | 71% |
| Banking or thrift institutions | 0% | 0% |
| Pension and profit-sharing plans | 0% | 0% |
| Charitable organizations | 0% | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | 0% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 172 | $68.2M | 29.0% | $396K |
| High-net-worth individuals | 90 | $167M | 71.0% | $1.86M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Total | 262 | $235M | 100% | — |
- Clients
- 172
- Regulatory AUM
- $68.2M
- AUM share
- 29.0%
- Avg. per client
- $396K
- Clients
- 90
- Regulatory AUM
- $167M
- AUM share
- 71.0%
- Avg. per client
- $1.86M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 262
- Regulatory AUM
- $235M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
R.i.t. Wealth Advisors charges 0.35%–1.35% a year for its Ongoing Planning and Investment Services. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-Alone Fee Based Financial Planning
- Stand-alone financial planning is a fixed fee of $1,500, invoiced in arrears at final delivery of the written plan.
Kevin Campbell owns 75% or more of R.i.t. Wealth Advisors. It has 3 employees, 1 of them in advisory roles.
Leadership
- Kevin CampbellPrincipal
- Heather SwanCCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of R.i.t. Wealth Advisors Inc.
Kevin Campbell
Control person · since February 2026
Besides its headquarters, R.i.t. Wealth Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1326 Chorro Street, San Luis ObispoHQ
Contact and registration details
- Legal name
- R.i.t. Wealth Advisors Inc.
- Headquarters
- 1326 Chorro Street, San Luis Obispo, CA 93401
- Website
- ritwealth.com
- Phone
- 949-340-1701
- SEC file
- 801-135761
- Structure
- California corporation
- Fiscal year end
- December
R.i.t. Wealth Advisors does not have custody of client assets.
At year end, R.i.t. Wealth Advisors’ separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks4%
- Funds92%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash2%
How many clients does R.i.t. Wealth Advisors have?
R.i.t. Wealth Advisors has 262 clients and manages $235 million for them, as of September 2026. They include 172 individual clients and 90 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does R.i.t. Wealth Advisors offer?
R.i.t. Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does R.i.t. Wealth Advisors charge?
R.i.t. Wealth Advisors charges 0.35%–1.35% a year for its Ongoing Planning and Investment Services. The fee is billed in advance.
Source: R.I.T. ADVISORS, INC. - FORM BROCHURE, filed 24 July 2026
How many financial advisors does R.i.t. Wealth Advisors have?
R.i.t. Wealth Advisors has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 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 R.i.t. Wealth Advisors invest in?
At the end of its last fiscal year, R.i.t. Wealth Advisors’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns R.i.t. Wealth Advisors?
R.i.t. Wealth Advisors’ direct owner is Kevin Campbell (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does R.i.t. Wealth Advisors get paid?
R.i.t. Wealth Advisors 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
How do I contact R.i.t. Wealth Advisors?
R.i.t. Wealth Advisors’ main office is at 1326 Chorro Street, San Luis Obispo, CA 93401. Its phone number is 949-340-1701. Its website is ritwealth.com.