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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2023
- Office Locations
- 1
Office Locations
About Kitching Partners, LLC
Kitching Partners, LLC is a Conshohocken-based RIA. The firm has been operating for 3 years. Managing $645.9M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 25, 2026, reported AUM increased 19.9%, from $538.6M to $645.9M.
Across 4 reported observations, AUM increased 55.4% between October 10, 2023 and March 25, 2026, from $415.8M to $645.9M.
Of the latest reported AUM, 64.9% is discretionary and 35.1% is non-discretionary.
The firm reports 5 advisory representatives and 119 clients, or 23.8 clients per representative. That equates to $5.4M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Kitching Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN RICHARD KITCHING
CHIEF OPERATING OFFICER, Managing Member
- CRD
- #2192714
- Ownership
- 75% or more
Kaitlyn Ranieri
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Chris Calligan
Senior Accountant
- CRD
- --
Lauren Clairmont
Vice President
- CRD
- --
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $418,928,162 | $3,462,216 |
| Non-Discretionary | $227,003,691 | $3,109,640 |
| Total | $645,931,853 | $3,329,546 |
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Separately Managed Accounts
SMA allocation detail is available
Kitching Partners, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Kitching Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.