S
$132.3M Total AUM
$132.3M Disc. AUM
-- 3Y CAGR
2 Employees
265 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-20-2018
- Office Locations
- 1
Office Locations
9516 Clay Station Road Wilton CA
About Stites Financial Consulting
Stites Financial Consulting is an SEC-registered RIA providing comprehensive financial planning with a retirement focus—helping clients prepare for, transition into, and live through retirement. The firm also offers insurance products and portfolio management that is heavily ETF-based. Client accounts are supported through Charles Schwab.
Team overview
-- AVG AGE
$66.2M AVG AUM / ADVISOR
$499.2K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
S
SHAWN DAVID STITES
Chief Compliance Officer, GENERAL PARTNER
- CRD
- #4316676
- Ownership
- 75% or more
Available
Available
Available
K
Kevin Andrew Stites
GENERAL PARTNER, President
- CRD
- #6718670
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,300,000 | $234,991 |
| Non-Discretionary | $0 | -- |
| Total | $132,300,000 | $234,991 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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