Updated November 21, 2023
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Rather & Kittrell

Investment Advisor Firm
Total assets under management$1.2B
Years in business24+

About Rather & Kittrell

Rather & Kittrell Capital Management is a registered investment advisory (RIA) firm specializing in financial planning and investment management services for individuals, families, and businesses. Their goal is to help clients make smart decisions with their money.

The firm has established relationships with many successful business people who were satisfied with the personal wealth advisory services they received. This led them to seek Rather & Kittrell's help managing corporate retirement plans. The company handles over 100 retirement plans and works with some of the top names in the Knoxville and East Tennessee business community. Additionally, Rather & Kittrell is an independent third-party plan investment and operation consultant.

What initially started as a commitment to educating clients while providing excellent service at a fair price has grown into a thriving firm focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning. The founders, Lytle Rather and Chris Kittrell shared a belief that client relationships, trust, and guidance were more important than short-term gains through selling. This philosophy struck a chord with clients and propelled the firm's success.

As a fiduciary, Rather & Kittrell is dedicated to putting clients' interests first. They offer comprehensive wealth management services including investment management, estate planning, tax mitigation, asset protection, and charitable giving. Estate planning advice is provided in collaboration with each client's estate planning attorney, while tax planning considers long-term needs in conjunction with accounting firms or closely affiliated partners. The firm also coordinates insurance plans with agents to ensure clients receive only what they need at an affordable cost.

Rather & Kittrell prides itself on being an independent firm focused on clients' goals. They understand that life involves various transitions that cannot be controlled but believe individuals have control over how they react by following a flexible road map aligned with their values and resources. The firm aims to create unique financial plans tailored to each client's identity and desires.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Estate Planning
  4. Tax Mitigation
  5. Asset Protection
  6. Charitable Giving

More about Rather & Kittrell

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
11488515

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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