STITES FINANCIAL CONSULTING
CRD #293058 SEC #801-132438 WILTON, CA 916-601-1992
SEC Registered
Total AUM
$105.2M
Discretionary
$105.2M
Employees
2
Clients
0
Accounts
448
Firm Details
- Organization Type
- Partnership
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 17, 2025
- Branch Offices
- 0
- LEI
- 33-2772616
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STITES, SHAWN, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| STITES, SHAWN, DAVID | I | CHIEF COMPLIANCE OFFICER, GENERAL PARTNER | E | Control |
| STITES, SHAWN, DAVID | I | CHIEF COMPLIANCE OFFICER, GENERAL PARTNER | E | Control |
| Stites, Kevin, Andrew | I | MINORITY OWNER | B | |
| Stites, Kevin, Andrew | I | MINORITY OWNER, GENERAL PARTNER | B | |
| Stites, Kevin, Andrew | I | MINORITY OWNER, GENERAL PARTNER | B |
Registrations
Federal
IA
Sep 17, 2025 REGISTERED
Notice Filings (3)
CA ID TX
Address
9516 CLAY STATION ROADWILTON, CA 95693
United States
Phone: 916-601-1992