Stephen Richard Kitching
Professional Summary
Stephen Richard Kitching is a registered financial advisor currently at KITCHING PARTNERS, LLC located in Conshohocken, Pennsylvania. Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Stephen has worked at 12 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
COMMODORE PLANNING, LLC | KITCHING, LLC | KITCHING PARTNERS, LLC
Contact Information
Main Address
555 E North Lane Suite 5045, Conshohocken, PA 19428Phone Number
(267) 209-0830# of Employees
19SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
194AUM (Assets Under Management)
$645,931,853Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/11/2025 | Cover Page | Report |
| 01/16/2025 | Cover Page | Report |
| 05/14/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
COMMODORE PLANNING, LLC | KITCHING, LLC | KITCHING PARTNERS, LLC
State Registrations and Notice Filings
(3/19/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1991About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Stephen Richard Kitching's CRS (Customer Relationship Summary).
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