Kitching Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kitching Partners advises individuals, high-net-worth families, trusts, charitable organizations, and corporations, and provides fee-only investment management alongside family enterprise services such as family governance, estate planning, philanthropic advising, and strategic business consulting. The brochure notes the firm is a registered investment adviser offering primarily discretionary portfolio management and reports $645,931,853 in assets under management as of December 31, 2025.
The firm constructs portfolios using asset-allocation frameworks informed by optimization techniques, combining fundamental research with quantitative methods and a mix of active and passive strategies; investment models may include alternatives such as hedge funds, private credit, derivatives, REITs, and MLPs where appropriate. Kitching Partners emphasizes tax and fee considerations, may consolidate multiple household accounts into a single overall portfolio for efficiency, and involves multiple generations in planning when appropriate.
Compared with many peers, Kitching Partners discloses a notable non-U.S. client presence and discusses international- and currency-related risks in its brochure, which suggests greater emphasis on cross-border considerations than is typical for team firms. The firm also notes the use of hypothetical performance in its materials (a relatively uncommon practice among similar advisers) and discloses occasional trustee roles and participation by supervised persons in private investment deals, with stated procedures to address related conflicts.
Client services
Expertise
Fee options
Family Enterprise Services fees may be charged on a fixed fee basis; these fees are negotiable and depend on client complexity and circumstances.
Fee-only: Annual asset management fees generally range between 0.15% and 1.00%; fees are negotiable and may be higher or lower than this range based on account and client-specific factors.
Main office
555 E North Lane, Suite 5045
Conshohocken PA 19428
Advisors at this office
3
Most active in
Pennsylvania
Also doing business as
Commodore Planning, LLC · Kitching Partners, LLC · Kitching, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nicholas N
Conshohocken, PA
Kitching Partners, LLC
Nicholas Neilio is a financial advisor at Kitching Partners, LLC with two years of industry experience. He previously worked at Forefront Analytics, LLC for twelve years and GKFO, LLC for fifteen years. Kitching Partners advises individuals, high-net-worth families, trusts, charitable organizations, and corporations through fee-only investment management and family enterprise services, including family governance, estate planning, philanthropic advising, and strategic business consulting. The firm uses asset-allocation frameworks combining fundamental research and quantitative methods with both active and passive strategies, and offers multi-generational planning with consideration of tax, fee, and cross-border factors.
Gregory D
CFP®
Conshohocken, PA
Kitching Partners, LLC
Gregory Dob is a CFP® professional with two years of industry experience, currently serving at Kitching Partners, LLC. Prior to this, he was with GKFO, LLC for 14 years. Kitching Partners advises individuals, high-net-worth families, trusts, charitable organizations, and corporations, offering fee-only investment management alongside family enterprise services such as family governance, estate planning, philanthropic advising, and strategic business consulting. The firm uses asset-allocation frameworks that combine fundamental research with quantitative methods, integrating both active and passive strategies, and considers cross-border and tax-related factors in its management approach.
Stephen K
Series 63, Series 65
Conshohocken, PA
Kitching Partners, LLC
Stephen Kitching is a financial advisor at Kitching Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GKFO, LLC and Forefront Analytics, LLC. Kitching Partners advises individuals, families, trusts, charitable organizations, foundations, and corporations, providing discretionary investment management and family enterprise services such as family governance structuring and estate planning coordination. The firm employs client-specific asset allocation with a mix of active and passive strategies, fundamental and quantitative research, and alternative investments, managing approximately $538.6 million in client assets.
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