Kinloch Capital, LLC
Firm details
- Headquarters
- Glen Allen, Virginia
- CRD number
- 300735
- Registered since
- May 6, 2019
- Website
- kinlochcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.42%
- Individuals11.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Kinloch Capital, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and owned by an individual. The firm began SEC registration in 2019 and focuses on serving individual and family clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Kinloch charges clients using a mix of AUM fees, hourly billing, and fixed fees. The firm does not describe itself as an active ESG investor and is not set up as a capital allocator.
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
Jennifer Berdell
Founding PartnerCRD 2580436
David Budinger
Investment Advisor RepresentativeCRD 8037730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$71M in ETFs
59%
$42.1M
41%
$28.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $28.3M | 236,514 | 39.79% |
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
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