# Kitching Partners, LLC

> Kitching Partners, LLC is an SEC-registered investment advisory firm in Conshohocken, PA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 325042
- Filed as: KITCHING PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325042
- AdvisorCensus page: https://advisorcensus.com/firm/kitching-partners-llc-conshohocken-pa-325042

## Quick answers

**How is Kitching Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kitching Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Kitching Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 0.15% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kitching Partners, LLC located?**
Kitching Partners, LLC's principal office is in Conshohocken, PA, according to its Form ADV.

**Is Kitching Partners, LLC registered with the SEC or a state?**
Kitching Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325042.

**How much does Kitching Partners, LLC manage?**
Kitching Partners, LLC reports $645,931,853 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (65% discretionary).

**How have Kitching Partners, LLC's assets and staff changed since 2023?**
In the Form ADV data for Kitching Partners, LLC: Regulatory assets under management: $415,752,483 in the October 2023 data and $645,931,853 in the October 2026 data, up 55%. Total employees: 10 in October 2023 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kitching Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (110); individuals (other than high net worth individuals) (9).

**Which custodians does Kitching Partners, LLC use?**
Kitching Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Kitching Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325042

**Does Kitching Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Kitching Partners does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory account."

**What changed in Kitching Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $538,602,628 to $645,931,853 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: 0.15% to 1% a year (a range, as the brochure states it)

> Generally, annual asset management fees range between 0.15% and 1.00%.

- Account minimum: None

> Kitching Partners does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- J.P. Morgan Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $645,931,853
- Discretionary: $418,928,162
- Non-discretionary: $227,003,691

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,149,105 |
| High net worth individuals | 110 | $643,782,748 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 19 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @kitching-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $415,752,483 | 10 | October 3, 2023 |
| October 2024 | $477,563,232 | 16 | March 28, 2024 |
| October 2025 | $538,602,628 | 18 | March 25, 2025 |
| October 2026 | $645,931,853 | 19 | March 25, 2026 |

Regulatory assets under management: $415,752,483 in the October 2023 data and $645,931,853 in the October 2026 data, up 55%.
Total employees: 10 in October 2023 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $538,602,628 to $645,931,853 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kitching Partners, LLC (CRD 325042): Form ADV filing data as of October 2026.