Kanawha Capital Management, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 118458
- Registered since
- November 15, 2001
- Website
- www.kancap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.57%
- Individuals4.52%
- Charitable Organizations1.99%
- Corporations / Businesses1.27%
- Pension & Profit Sharing Plans0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kanawha Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and active since 2001. The firm manages portfolios for individuals, families and institutions and provides financial planning alongside discretionary and non‑discretionary portfolio management for individuals, small businesses and larger business clients. Compensation is a mix of asset‑based fees and fixed fees. Kanawha does not identify as an active ESG investor and is not set up as a multi‑state adviser. The firm has ties to other financial services providers, including broker‑dealer, trust, accounting and insurance relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds13%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
Contacts
3 of 4
Kevin Seay
Managing DirectorCRD 4506355
Christopher Singleton
Managing DirectorCRD 2719263
James Pickert
Managing DirectorCRD 6315960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$299M in ETFs
94%
$281M
<1%
$18.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $38.9M | 51,958 | 13.02% |
Location
Richmond, VA
Henrico
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 7201 Glen Forest Dr
- Time zone
- ET (UTC-5)
- Office locations
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