Kitching Partners, LLC
KITCHING PARTNERS, LLC is a financial advisory firm headquartered in Conshohocken, Pennsylvania, United States. Founded in 2023 by Stephen Kitching, the firm primarily serves high-net-worth individuals, businesses, and non-profit clients. With 16 employees, Kitching Partners provides comprehensive financial planning, investment advisory, and portfolio management services, focusing on personalized client engagement and fiduciary responsibility. The firm is SEC-registered and operates as an independent investment adviser.
Investment Strategy
KITCHING PARTNERS, LLC focuses on creating tailored investment strategies for high-net-worth individuals, businesses, and non-profit organizations. The firm delivers comprehensive financial planning, custom portfolio management, and long-term growth strategies grounded in each client's unique objectives and risk tolerance. Fee structures are flexible, transparent, and can include fixed-rate or asset-percentage arrangements, ensuring alignment with client interests. The firm holds fiduciary responsibility, guiding clients with a disciplined, evidence-based investment philosophy and professional support, helping them to achieve both personal and business goals.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 16.46% | $16.2M | 79,259 | $177.24 | $204.67 | +$1.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 11.20% | $11.0M | 193,555 | $49.79 | $57.01 | +$2.9M |
V VUSB | VANGUARD BD INDEX FDS | 10.44% | $10.3M | 206,287 | $49.79 | $49.87 | +$630.7K |
S SDY | SPDR SERIES TRUST | 10.23% | $10.1M | 74,269 | $129.10 | $135.73 | +$334.1K |
S SHYG | ISHARES TR | 9.85% | $9.7M | 225,023 | $42.42 | $43.14 | +$581.0K |