Thomas Joseph Beahn

Employer firm

Rather & Kittrell, Inc. CRD 114885

$2.25B regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 11/2024
  Sycamore Financial Planning
  Durham, NC
• 11/2024 → Present
  Rather & Kittrell, Inc.
  Knoxville, TN
• 08/2016 → 05/2020
  Clemson University
  Clemson, SC

Other Businesses

Insurance Sales - 11905 Kingston Pike, Knoxville, TN 37934; 02/2025; Sole Proprietorship; Insurance Agent; Insurance Sales; Investment Related; 0 hr/mo

Designations

• Certified Financial Planner

Other Names

• Thomas Joseph Beahn