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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

RATHER & KITTRELL, INC.

CRD 114885

KNOXVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e8aac90-fe0d-8ff3-57ec-81ff0a73a024

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 4
On other graphs: 0
Observed: Nov 7, 2011 to Aug 7, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.56 fund_share=0.0 institutional_share=0.4 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.3BItem 5.F on the latest filing (2026-08-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 56%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 20
RAUM per advisor: $113Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 32
Advisory employees: 17
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 3,206
Individual clients: 613
High net worth clients: 369
Custody, client assets: $1.3B
SEC number: 801-66996
CIK: 1582112
CRD: 114885
Filings on the tape: 36
First filed: Nov 7, 2011
Latest filed: Aug 7, 2026
Organised: Corporation, TN
Website: rkcapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LYTLE ALEXANDER RATHER	Certified Financial Planner	KNOXVILLE, TN	22	37	n/a	no
CHRISTIAN GARTH KITTRELL	n/a	KNOXVILLE, TN	22	30	n/a	no
PAUL JEFFREY HALL	Certified Financial Planner	KNOXVILLE, TN	22	26	n/a	no
WILLIAM TIMOTHY EICHHORN	n/a	KNOXVILLE, TN	15	22	n/a	no
AMANDA MARIE HOWERTON	Certified Financial Planner	KNOXVILLE, TN	14	14	n/a	no
JAMES FRANK SLAGLE	Certified Financial Planner	KNOXVILLE, TN	13	14	n/a	no
NATHAN KELLY SMITH	n/a	KNOXVILLE, TN	10	17	1	no
CHASE RANDALL KERBY	Certified Financial Planner	KNOXVILLE, TN	7	13	n/a	no
NATHAN WOODS	Certified Financial Planner	KNOXVILLE, TN	6	15	n/a	no
HANNAH ROSE WHATLEY	Certified Financial Planner	KNOXVILLE, TN	5	10	1	no
Daniel Lawrence Maupin	Certified Financial Planner	KNOXVILLE, TN	4	10	n/a	no
Chase Burton	n/a	KNOXVILLE, TN	3	12	n/a	no
Samuel Wallace Paganelli	Certified Financial Planner\|Chartered Financial Analyst	KNOXVILLE, TN	2	12	n/a	no
Darrien Reasonover	n/a	KNOXVILLE, TN	1	12	1	no
Thomas Joseph Beahn	Certified Financial Planner	KNOXVILLE, TN	1	10	n/a	no
Collin Blythe Ironside	n/a	KNOXVILLE, TN	1	11	n/a	no
Ethan Nicholas	n/a	KNOXVILLE, TN	0	11	n/a	no
NATHAN RYAN MILLER	n/a	KNOXVILLE, TN	0	10	1	no
Caleb Wanca	n/a	KNOXVILLE, TN	0	10	n/a	no
Lucas Kenneth Belangee	Certified Financial Planner	KNOXVILLE, TN	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KITTRELL, CHRISTIAN, GARTH	VP., SECRETARY & DIRECTOR	Na	yes	05/2000	Aug 7, 2026	Aug 7, 2026
RATHER, LYTLE, ALEXANDER	PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER	Na	yes	05/2000	Aug 7, 2026	Aug 7, 2026
RK HOLDINGS, INC.	Owner	E	yes	01/2017	Aug 7, 2026	Aug 7, 2026
KITTRELL, CHRISTIAN, GARTH	OWNER, SECRETARY	C	yes	01/2017	Nov 7, 2011	Nov 7, 2024
RATHER, LYTLE, ALEXANDER	OWNER, PRESIDENT	C	yes	01/2017	Nov 7, 2011	Nov 7, 2024
SMITH, NATHAN, KELLY	CHIEF OF STAFF	Na	no	01/2026	Aug 7, 2026	Aug 7, 2026
MCMURRY, GREGORY, D	CHIEF OPERATING OFFICER	Na	no	10/2015	Mar 23, 2016	Nov 7, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Knoxville	Tn	United States	8	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$2.3B	$1.3B	32	17	1	n/a	n/a
2024	Apr 11, 2025	$1.9B	$1.1B	30	16	1	n/a	n/a
2023	Mar 12, 2024	$1.5B	$919M	28	16	1	n/a	n/a
2022	Mar 30, 2023	$1.2B	$749M	25	15	1	n/a	n/a
2021	Mar 28, 2022	$1.3B	$771M	27	16	0	n/a	n/a
2020	Mar 4, 2021	$1.1B	$601M	22	14	0	n/a	n/a
2019	Mar 10, 2020	$879M	$496M	21	13	0	n/a	n/a
2018	Mar 19, 2019	$728M	$468M	21	10	0	n/a	n/a
2017	Mar 29, 2018	$662M	$458M	20	10	0	n/a	n/a
2016	Mar 23, 2017	$504M	$380M	18	11	n/a	n/a	n/a
2015	Mar 23, 2016	$438M	$324M	18	11	n/a	n/a	n/a
2014	Mar 27, 2015	$390M	$386M	16	9	n/a	n/a	n/a
2013	Mar 18, 2014	$331M	$244M	15	9	n/a	n/a	n/a
2012	Mar 26, 2013	$263M	$214M	15	9	n/a	n/a	n/a
2011	Mar 20, 2012	$171M	$156M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.3B	$1.9B	21.4%	$1.2B	23.2%	32	30	1	1

Relationships

Registered with (26)

← Lucas Kenneth BelangeeAdvisorregistration: current employment
Jul 31, 2026 to presentfactForm ADV
← Caleb WancaAdvisorregistration: current employment
Jun 3, 2026 to presentfactForm ADV
← NATHAN RYAN MILLERAdvisorregistration: current employment
Mar 2, 2026 to presentfactForm ADV
← Ethan NicholasAdvisorregistration: current employment
Feb 17, 2026 to presentfactForm ADV
← Collin Blythe IronsideAdvisorregistration: current employment
Mar 13, 2025 to presentfactForm ADV
← Thomas Joseph BeahnAdvisorregistration: current employment
Jan 29, 2025 to presentfactForm ADV
← Darrien ReasonoverAdvisorregistration: current employment
Jan 23, 2025 to presentfactForm ADV
← Samuel Wallace PaganelliAdvisorregistration: current employment
Oct 12, 2023 to presentfactForm ADV
← Chase BurtonAdvisorregistration: current employment
Jun 30, 2023 to presentfactForm ADV
← Daniel Lawrence MaupinAdvisorregistration: current employment
Mar 15, 2022 to presentfactForm ADV
← HANNAH ROSE WHATLEYAdvisorregistration: current employment
Jul 16, 2021 to presentfactForm ADV
← NATHAN WOODSAdvisorregistration: current employment
Jul 24, 2020 to presentfactForm ADV
← CHASE RANDALL KERBYAdvisorregistration: current employment
Apr 30, 2019 to presentfactForm ADV
← NATHAN KELLY SMITHAdvisorregistration: current employment
Apr 8, 2016 to presentfactForm ADV
← JAMES FRANK SLAGLEAdvisorregistration: current employment
Apr 22, 2013 to presentfactForm ADV
← AMANDA MARIE HOWERTONAdvisorregistration: current employment
Jun 6, 2012 to presentfactForm ADV
← WILLIAM TIMOTHY EICHHORNAdvisorregistration: current employment
Feb 16, 2011 to presentfactForm ADV
← LYTLE ALEXANDER RATHERAdvisorregistration: current employment
Feb 4, 2004 to presentfactForm ADV
← CHRISTIAN GARTH KITTRELLAdvisorregistration: current employment
Feb 4, 2004 to presentfactForm ADV
← PAUL JEFFREY HALLAdvisorregistration: current employment
Feb 4, 2004 to presentfactForm ADV
← FRANCIS SPENCER-SKEE ORRAdvisorregistration: previous registration
May 30, 2018 to May 8, 2025factForm ADV
← Monica Kostrzewa IvinsAdvisorregistration: previous registration
Sep 27, 2023 to Aug 30, 2024factForm ADV
← Thomas Lincoln CookAdvisorregistration: previous registration
Jan 13, 2022 to Oct 10, 2023factForm ADV
← CHRISTOPHER MACHENS FREDERICKAdvisorregistration: previous registration
Jun 18, 2018 to Jul 21, 2020factForm ADV
← WESLEY SPAULDING BROWNAdvisorregistration: previous registration
Dec 5, 2014 to Jan 16, 2019factForm ADV
← Joanna Bryant SmithAdvisorregistration: previous registration
Apr 8, 2016 to May 15, 2018factForm ADV

Controls (3)

← RATHER, LYTLE, ALEXANDEROwnerOWNER, PRESIDENT, ownership code C, individual
Nov 7, 2011 to Nov 7, 2024factForm ADV
← KITTRELL, CHRISTIAN, GARTHOwnerOWNER, SECRETARY, ownership code C, individual
Nov 7, 2011 to Nov 7, 2024factForm ADV
← RK HOLDINGS, INC.OwnerOWNER, ownership code E, domestic entity
Mar 23, 2017 to Nov 7, 2024factForm ADV

Owns (1)

← MCMURRY, GREGORY, DOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 23, 2016 to Nov 7, 2024factForm ADV

Dated events

Occurred
May 8, 2025
Advisor changed firm
Francis Spencer-Skee Orr left Rather & Kittrell, Inc. for Kinetic Wealth (registered 2025-06-02)
Form ADVobserved 5 days ago
Occurred
Aug 30, 2024
Advisor changed firm
Monica Kostrzewa Ivins left Rather & Kittrell, Inc. for Creative Planning Institutional Advisors, Llc (registered 2024-09-17)
Form ADVobserved 5 days ago
Occurred
Oct 10, 2023
Advisor changed firm
Thomas Lincoln Cook left Rather & Kittrell, Inc. for Retire To Tellico (registered 2023-11-28)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Rather & Kittrell, Inc. reported RAUM $661.9M, up 31% from $503.8M (2017-03-23 to 2018-03-29)
Form ADVobserved 5 days ago
$158M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e8aac90-fe0d-8ff3-57ec-81ff0a73a024
First observed: Nov 7, 2011
Last observed: Aug 7, 2026 44 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RATHER & KITTRELL, INC.

CRD 114885

KNOXVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e8aac90-fe0d-8ff3-57ec-81ff0a73a024

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LYTLE ALEXANDER RATHER

Certified Financial Planner

KNOXVILLE, TN

n/a

CHRISTIAN GARTH KITTRELL

n/a

KNOXVILLE, TN

n/a

PAUL JEFFREY HALL

Certified Financial Planner

KNOXVILLE, TN

n/a

WILLIAM TIMOTHY EICHHORN

n/a

KNOXVILLE, TN

n/a

AMANDA MARIE HOWERTON

Certified Financial Planner

KNOXVILLE, TN

n/a

JAMES FRANK SLAGLE

Certified Financial Planner

KNOXVILLE, TN

n/a

NATHAN KELLY SMITH

n/a

KNOXVILLE, TN

CHASE RANDALL KERBY

Certified Financial Planner

KNOXVILLE, TN

n/a

NATHAN WOODS

Certified Financial Planner

KNOXVILLE, TN

n/a

HANNAH ROSE WHATLEY

Certified Financial Planner

KNOXVILLE, TN

Daniel Lawrence Maupin

Certified Financial Planner

KNOXVILLE, TN

n/a

Chase Burton

n/a

KNOXVILLE, TN

n/a

Samuel Wallace Paganelli

Certified Financial Planner|Chartered Financial Analyst

KNOXVILLE, TN

n/a

Darrien Reasonover

n/a

KNOXVILLE, TN

Thomas Joseph Beahn

Certified Financial Planner

KNOXVILLE, TN

n/a

Collin Blythe Ironside

n/a

KNOXVILLE, TN

n/a

Ethan Nicholas

n/a

KNOXVILLE, TN

n/a

NATHAN RYAN MILLER

n/a

KNOXVILLE, TN

Caleb Wanca

n/a

KNOXVILLE, TN

n/a

Lucas Kenneth Belangee

Certified Financial Planner

KNOXVILLE, TN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KITTRELL, CHRISTIAN, GARTH

VP., SECRETARY & DIRECTOR

yes

05/2000

Aug 7, 2026

RATHER, LYTLE, ALEXANDER

PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER

yes

05/2000

Aug 7, 2026

RK HOLDINGS, INC.

Owner

yes

01/2017

Aug 7, 2026

KITTRELL, CHRISTIAN, GARTH

OWNER, SECRETARY

yes

01/2017

Nov 7, 2011

Nov 7, 2024

RATHER, LYTLE, ALEXANDER

OWNER, PRESIDENT

yes

01/2017

Nov 7, 2011

Nov 7, 2024

SMITH, NATHAN, KELLY

CHIEF OF STAFF

01/2026

Aug 7, 2026

MCMURRY, GREGORY, D

CHIEF OPERATING OFFICER

10/2015

Mar 23, 2016

Nov 7, 2024

City

State

Country

Employees

Also broker-dealer

Knoxville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$2.3B

$1.3B

n/a

2024

Apr 11, 2025

$1.9B

$1.1B

n/a

2023

Mar 12, 2024

$1.5B

$919M

n/a

2022

Mar 30, 2023

$1.2B

$749M

n/a

2021

Mar 28, 2022

$1.3B

$771M

n/a

2020

Mar 4, 2021

$1.1B

$601M

n/a

2019

Mar 10, 2020

$879M

$496M

n/a

2018

Mar 19, 2019

$728M

$468M

n/a

2017

Mar 29, 2018

$662M

$458M

n/a

2016

Mar 23, 2017

$504M

$380M

n/a

2015

Mar 23, 2016

$438M

$324M

n/a

2014

Mar 27, 2015

$390M

$386M

n/a

2013

Mar 18, 2014

$331M

$244M

n/a

2012

Mar 26, 2013

$263M

$214M

n/a

2011

Mar 20, 2012

$171M

$156M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.3B

$1.9B

21.4%

$1.2B

23.2%