Stephen Kitching
Kitching Partners · Conshohocken, Pennsylvania
Stephen Kitching is a fee-only financial advisor at Kitching Partners in Conshohocken, Pennsylvania. Kitching Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Kitching Partners |
|---|---|
| Based in | Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $645.9M across 194 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2192714 |
| Exams passed | Series 63 (2008) · Series 65 (1999) |
| Firm size | 19 employees |
| Disclosures | None reported |
How Stephen's firm compares
- Kitching Partners's average account is about $3.3 million, from its Form ADV (assets managed divided by 194 accounts).
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Questions about Stephen
Is Stephen Kitching a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Kitching Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Kitching Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Kitching based?
Stephen Kitching is based in Conshohocken, Pennsylvania.
Is Stephen Kitching registered with the SEC?
Yes. Stephen Kitching is registered as an investment adviser representative in PA (CRD 2192714), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kitching Partners manage?
Kitching Partners reports $645.9M across 194 accounts in assets under management.
How do I contact Stephen Kitching?
Contact details aren't on file yet. Search for Kitching Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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