Investment adviser · CRD 114885

RATHER & KITTRELL, INC.

Investment adviser filing (IA)

KNOXVILLE, TN, United States · Form ADV filed Aug 7, 2026

Regulatory AUM: $2.25B
Client accounts: 3,206
Employees: 32
Advisory professionals: 17

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	369	$993,015,506	44.1%
Retirement plans	113	$864,692,578	38.4%
Individuals	613	$275,076,875	12.2%
Banks & thrifts	Fewer than 5	$79,725,907	3.5%
Charities	7	$23,942,680	1.1%
Corporations & businesses	2	$9,341,322	0.4%
Insurance companies	Fewer than 5	$3,029,328	0.1%
Government entities	Fewer than 5	$1,800,067	0.1%
Other investment advisers	Fewer than 5	$1,671,195	0.1%
Other clients	Fewer than 5	$996	0.0%

Filing source

Form ADV 2123807 · Aug 7, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 7, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

11905 KINGSTON PIKE
KNOXVILLE, TN, 37934, United States

CRD 114885

Filing source

Form ADV 2123807 · Aug 7, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.