# Stites Financial Consulting

Stites Financial Consulting is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 293058
- **SEC file number:** 801-132438
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293058

## About

STITES FINANCIAL CONSULTING is an SEC-registered investment adviser in Wilton, CA, registered since 2025. The firm manages approximately $132 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- Stites family — Principal

## Questions

### How does Stites Financial Consulting source deal flow?

The firm relies on external general partners and operators for deal sourcing, primarily in North American real assets and private credit. It does not maintain a public advisory board or in-house sourcing team (public record).

### What investment stages does Stites Financial Consulting typically target?

The firm favors late-stage direct investments in operating businesses and hard assets—real estate, infrastructure, and private credit—rather than early-stage venture or public equities (public record).

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Last updated: 2026-07-06T01:24:26.114Z

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