Stites Financial Consulting
● SEC registered since 2025CRD 293058SEC# 801-132438Wilton, CA
Reg. AUM
$132.3M
Employees
2
Accounts
563
Location
Wilton, CA
Stites Financial Consulting assets under management
Stites Financial Consulting operates as an SEC-registered investment adviser based in Wilton, CA. The firm has been registered since 2025. It reports $132.3 million in regulatory assets under management and employs 2 people.
Stites Financial Consulting owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Andrew Stites | Minority Owner, General Partner | 10-25% | 2025 |
| Shawn David Stites Control | Chief Compliance Officer, General Partner | Over 75% | 2018 |
Frequently asked questions
How much does Stites Financial Consulting manage?
Stites Financial Consulting reports $132.3 million in regulatory assets under management on its Form ADV.
How many employees does Stites Financial Consulting have?
Stites Financial Consulting reports 2 employees.
Where is Stites Financial Consulting located?
Stites Financial Consulting is based in Wilton, CA and has been SEC-registered since 2025.
Does Stites Financial Consulting disclose fund performance?
Stites Financial Consulting is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9516 Clay Station Road, Wilton, CA 95693 |
| Phone | 916-601-1992 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.3M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$132.3Mregulatory AUM
Discretionary $132.3M