DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
K••••••• P•••••••• L••
Latest filing Mar 25, 2026
First filing on the tape Feb 6, 2023 · 11 filings
SEC status approved since Jul 7, 2023
RAUM
$646M
reported, Item 5.F
Discretionary
65%
of RAUM
Private clients
100%
$646M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$215M
derived; firm RAUM over IAPD count
Employees
19
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$646M as of Mar 25, 2026
Mar 28, 2024$478M then
HNW client RAUM$644M as of Mar 25, 2026
Mar 28, 2024$476M then
State-registered IARs (5.B.3)3 as of Mar 25, 2026
Mar 28, 20241 then
Employees (5.A)19 as of Mar 25, 2026
Mar 28, 202416 then
Private funds: no history
RAUM +20% over the last fiscal yearIARs 3 to 3
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $215MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 40derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.9MderivedHNW RAUM over HNW clients
- Average account
- $3.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 65%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 6.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +16%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $240M, 59 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$644M100%
- Individuals$2.1M0.3%
- Individual clients
- 9reported
- HNW clients
- 110reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 194reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $240M for 59 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S•••••• R•••••• K••••••• | Conshohocken, Pa | Mar 19, 2023 | 27 y | 5 |
| N••••••• N••••• | Conshohocken, Pa | Oct 10, 2024 | 18 y | 0 |
| G•••••• D••Certified Financial Planner | Conshohocken, Pa | Oct 10, 2024 | 17 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- S•••••• R•••••• K••••••• from F•••••••• A••••••••• L••Mar 19, 2023 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••••••• S••••••• R•••••• · Chief Compliance Officer, Managing Membercontrolsince 03/2023 · owns 75% or more
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Conshohocken, Pa · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 171 to 194Mar 25, 2025 to Mar 25, 2026
- HNW clients · 95 to 110Mar 25, 2025 to Mar 25, 2026
- Individual clients · 8 to 9Mar 25, 2025 to Mar 25, 2026
- Assets in custody · $192M to $240MMar 25, 2025 to Mar 25, 2026
- Employees · 18 to 19Mar 25, 2025 to Mar 25, 2026
- Discretionary RAUM · $332M to $419MMar 25, 2025 to Mar 25, 2026
- HNW RAUM · $537M to $644MMar 25, 2025 to Mar 25, 2026
- Individual RAUM · $1.2M to $2.1MMar 25, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $207M to $227MMar 25, 2025 to Mar 25, 2026
- RAUM · $539M to $646MMar 25, 2025 to Mar 25, 2026
- Accounts · 164 to 171Mar 28, 2024 to Mar 25, 2025
- HNW clients · 80 to 95Mar 28, 2024 to Mar 25, 2025
- Individual clients · 9 to 8Mar 28, 2024 to Mar 25, 2025
- Assets in custody · $189M to $192MMar 28, 2024 to Mar 25, 2025
- Employees · 16 to 18Mar 28, 2024 to Mar 25, 2025
- fin p••••••• clients · 26-50 to 26-50Mar 28, 2024 to Mar 25, 2025
- State-registered IARs · 1 to 3Mar 28, 2024 to Mar 25, 2025
- Discretionary RAUM · $243M to $332MMar 28, 2024 to Mar 25, 2025
- HNW RAUM · $476M to $537MMar 28, 2024 to Mar 25, 2025
- Individual RAUM · $2.0M to $1.2MMar 28, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $234M to $207MMar 28, 2024 to Mar 25, 2025
- RAUM · $478M to $539MMar 28, 2024 to Mar 25, 2025
- Related adviser · true to falseMar 28, 2024 to Mar 25, 2025
- Accounts · 155 to 164Oct 10, 2023 to Mar 28, 2024
- Advisory employees · 3 to 5Oct 10, 2023 to Mar 28, 2024
- HNW clients · 15 to 80Oct 10, 2023 to Mar 28, 2024
- Individual clients · 6 to 9Oct 10, 2023 to Mar 28, 2024
- Assets in custody · $3.4M to $189MOct 10, 2023 to Mar 28, 2024
- Employees · 10 to 16Oct 10, 2023 to Mar 28, 2024
- fin p••••••• clients · 11-25 to 26-50Oct 10, 2023 to Mar 28, 2024
- Discretionary RAUM · $163M to $243MOct 10, 2023 to Mar 28, 2024
- HNW RAUM · $414M to $476MOct 10, 2023 to Mar 28, 2024
- Individual RAUM · $1.9M to $2.0MOct 10, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $253M to $234MOct 10, 2023 to Mar 28, 2024
- RAUM · $416M to $478MOct 10, 2023 to Mar 28, 2024
- Related adviser · false to trueOct 10, 2023 to Mar 28, 2024
- Accounts · 0 to 155Apr 27, 2023 to Jul 6, 2023
- Advisory employees · 1 to 3Apr 27, 2023 to Jul 6, 2023
- Advisory activities · 2 to 3Apr 27, 2023 to Jul 6, 2023
- HNW clients · unset to 15.0Apr 27, 2023 to Jul 6, 2023
Signals
3 dated events
- R•••••• S•••••• K••••••• (Chief Compliance Officer, Managing Member) appeared on Schedule A of K••••••• P•••••••• L••Mar 17, 2023 · Control person joined · fact
- J•••••• J••••• G•••• (Chief Compliance Officer, Managing Member) no longer on Schedule A of K••••••• P•••••••• L•• (listed 2023-02-06, absent 2023-03-17)Mar 17, 2023 · Control person left · inference
- C•••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Feb 6, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/kitching-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 267-209-0830reportedpublic record, Form ADV, Mar 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $215Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026