Kanawha Capital Management, LLC

RIASEC RegisteredEst. 2001

Total AUM

$1.8B

Discretionary

$1.8B

98% of AUM

Avg account

$1.2M

Accounts

1,484

Employees

Advisory reps

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

FINTRX

Overview

Kanawha Capital Management, LLC is a SEC-registered investment adviser formed in 2001 and organized as an LLC. The firm advises individual and family clients alongside institutional and business clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Compensation is a mix of percentage-of-AUM and fixed fees. Kanawha identifies equities as its preference, does not describe itself as an active ESG investor, and is not presented as a multi-state or pension consultant adviser. The firm maintains a range of industry relationships — including broker-dealer, trust company, insurance company, accountant, and other investment adviser affiliations — that support its advisory and custody arrangements.