RIA Intel›Advisers›Kentucky›STITH FINANCIAL PLANNING, LLC

STITH FINANCIAL PLANNING, LLC

Advisory

BRANDENBURG, KY

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$120K

across 251 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$30M

Discretionary AUM$26M

Non-Discretionary AUM$5M

Discretionary %84.6%

Total Clients84

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, KY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

84 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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