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STITES FINANCIAL CONSULTING

WILTON, CA · CRD 293058 · IAPD ↗ · stitesfc.com · 916-601-1992

$132.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — STITES FINANCIAL CONSULTING reported RAUM up 26% ($105.2M -> $132.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — STITES FINANCIAL CONSULTING moved its main office from ROSEVILLE, CA to WILTON, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
April 2025 — STITES FINANCIAL CONSULTING (ROSEVILLE, CA) is newly SEC-registered with $105.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.