Kinloch Capital, LLC
Firm details
- Headquarters
- Glen Allen, Virginia
- CRD number
- 300735
- Website
- kinlochcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.42%
- Individuals11.58%
Firm profile
FINTRXOverview
Kinloch Capital, LLC is a privately owned advisory firm that manages wealth for individuals and family clients. The firm combines discretionary portfolio management with fee arrangements that include a percentage-of-AUM model alongside hourly and flat-fee options. Kinloch does not position itself as an ESG investor and is not identified as a multi-state adviser or pension consultant. Regulatory materials indicate the firm can act in sponsor and general partner roles for pooled investment vehicles, which suggests it both advises client portfolios and can participate in or operate private investment vehicles.
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 Equities78%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1
Peter Walls
Founding Partner and Chief Investment OfficerCRD 3035626
Contacts
3 of 3
Bailey Thornton
Wealth ManagerCRD 6608094
David Budinger
Investment Advisor RepresentativeCRD 8037730
Jennifer Berdell
Founding PartnerCRD 2580436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$81.1M in ETFs
42%
$34M
58%
$47.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST EXCHANGE-TRADED FUND III (FPE) | First Trust | Active | Preferred Stock | $15.3M | 859,253 | 18.80% |
Location
Glen Allen, VA
Henrico
Location
Glen Allen, VA
Headquartered in Glen Allen, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 4801 Cox Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Claris Financial, LLC
RIAGlen Allen, VA
Steelhead Wealth Management
RIAGlen Allen, VA
The Main Street Group
RIAGlen Allen, VA
Atlantic Union Municipal Advisors, Inc
RIAGlen Allen, VA
The Capital Management Corporation
RIAGlen Allen, VA
Virginia Estate And Retirement Planning Advisors, Inc.
RIAGlen Allen, VA