Kanawha Capital Management, LLC

RIASEC Registered

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 an independent registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration in 2001) and serves a mix of individuals, families and institutional clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses and institutions. Fee arrangements include both percentage-of-AUM billing and fixed-fee engagements. Firm filings identify affiliations across the financial services ecosystem — including broker-dealers, other investment advisers, a trust company, accounting firms and insurance companies — which suggests connectivity to custody, trust and insurance distribution channels. Kanawha reports it is not an active ESG investor and does not position itself as a capital allocator to external private fund managers.