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 an SEC-registered investment adviser organized as a limited liability company and operating since 2001. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Fee arrangements include percentage-of-AUM billing and fixed fees. Kanawha identifies equities as its preferred asset class and is not positioned as an active ESG investor or pension consultant. The firm maintains relationships across the financial ecosystem—reported affiliations include a broker-dealer, trust company, other investment advisers, accounting and insurance firms—suggesting a model that can integrate custody, trust and ancillary services or referral channels rather than functioning as a standalone capital allocator.