RATHER & KITTRELL, INC.
C23
CRD 114885·SEC 801-66996·KNOXVILLE, TN
AUM
$2.25B
$1B+
Est. Revenue
$22.5M
@ 1% on AUM
Est. EBITDA
$6.8M
@ 30% margin
Est. Deal Value
$54.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $728.2M
'21 · $878.7M
'22 · $1.06B
'23 · $1.27B
'25 · $1.86B
'26 · $2.25B
'20'26
$728.2M → $2.25B▲ +209%
Client mix
| Individuals Other | 613 |
| Individuals High Net Worth | 369 |
| Pension Profit Sharing Plans | 113 |
| Charitable Organizations | 7 |
| Banking Institutions | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 10 advisors
'21 · 13 advisors
'22 · 14 advisors
'23 · 16 advisors
'25 · 16 advisors
'26 · 17 advisors
'20'26
10 advisors → 17 advisors▲ +70%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (23)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 30,673 |
| Returns | 2,670 |
Stub 2
| AGI | 64,547 |
| Returns | 1,770 |
Stub 3
| AGI | 86,559 |
| Returns | 1,390 |