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Rather & Kittrell, Inc.

Rather & Kittrell, Inc.. CRD 114885

Rather & Kittrell, Inc. logo

CRD: 114885

Rather & Kittrell, Inc.

$2.3B Total AUM
$1.3B Disc. AUM
24.7% 3Y CAGR
32 Employees
1,129 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Available
Established Date
02-04-2004
Office Locations
1

Office Locations

11905 Kingston Pike Knoxville TN

About Rather & Kittrell, Inc.

Rather & Kittrell, Inc. is a Knoxville, TN RIA providing fiduciary, holistic wealth management for individuals and families, including executives, entrepreneurs, and business owners. The team coordinates investment strategy with tax-efficient planning, retirement income, estate/legacy considerations, and insurance/risk management—often for clients navigating major life transitions (retirement, inheritance, divorce, business sale). Custodies with Fidelity/NFS and was named to CNBC’s 2025 Financial Advisor 100.

Team overview

41 AVG AGE
$132.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
8.1 yrs AVG TENURE
32 Employees
17 Advisory Reps
17 RIA Reps
22yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

CHRISTIAN GARTH KITTRELL

CHRISTIAN GARTH KITTRELL

DIRECTOR, Partner, Secretary, Senior Advisor

CRD
#2710166
Ownership
Less than 5%
Available
Available
Available
LYTLE ALEXANDER RATHER IV

LYTLE ALEXANDER RATHER IV

Advisor, Chief Compliance Officer, DIRECTOR, President

CRD
#1897153
Ownership
Less than 5%
Available
Available
Available

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Contacts

Thomas Joseph Beahn III

Thomas Joseph Beahn III

Advisor

CRD
#8034231
Available
Available
Available
Chase Burton

Chase Burton

Associate

CRD
#6935265
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
05-08-2023
11-07-2024
04-11-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $1,300,542,294 $420,479
Non-Discretionary $951,754,160 $8,422,603
Total $2,252,296,454 $702,525

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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