| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Andrew Stites | Minority Owner, General Partner | 10-25% | 2025 |
| Shawn David Stites Control | Chief Compliance Officer, General Partner | Over 75% | 2018 |
Stites Financial Consulting reports $105.2 million in regulatory assets under management on its Form ADV.
Stites Financial Consulting reports 2 employees.
Stites Financial Consulting is based in Roseville, CA and has been SEC-registered since 2025.
Stites Financial Consulting is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 919 Reserve Drive, Suite 103, Roseville, CA 95678 |
| Phone | 916-601-1992 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $105.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $105.2M |