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 independent registered investment adviser that has been registered with the SEC since 2001. The firm serves individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and institutional clients. Its fee model includes both a percentage-of-assets (AUM) component and fixed fees. Kanawha reports no active ESG investing approach and does not operate as a capital allocator to third-party alternative fund managers. The firm lists relationships across the financial services ecosystem, including affiliations with a broker‑dealer, other investment advisers, a trust company, accounting professionals, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
James Pickert
Managing DirectorCRD 6315960
Thomas Garner
Managing DirectorCRD 3113321
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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