Stites Financial Consulting
Stites Financial Consulting is an SEC-registered mass-market adviser in Wilton, CA with $132.3M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Stites Financial Consulting: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 293058, SEC 801-132438, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $132.3M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Wilton, CA
- Employees
- 2
- Clients
- 265
- CRD
- 293058
- Ownership
- STITES, SHAWN, DAVID; Stites, Kevin, Andrew
How much AUM does Stites Financial Consulting have?
Stites Financial Consulting reported $132.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Stites Financial Consulting?
Disclosed owners and executives of Stites Financial Consulting include STITES, SHAWN, DAVID, Stites, Kevin, Andrew. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.