Kinloch Capital, LLC

RIASEC Registered
Total AUM
$301M
Discretionary
$301M
100% of AUM
Avg account
$427K
Accounts
705
Employees
5
Advisory reps
4

Firm details

Headquarters
Glen Allen, Virginia
CRD number
300735
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI88.42%
  • Individuals11.58%

Firm profile

FINTRX

Overview

Kinloch Capital, LLC is an owner-operated advisory practice that focuses on serving individual and family clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, suggesting flexibility for both ongoing investment management and project-based advice. The firm reports a preference for equity exposure and supplements public markets with allocations to private-market strategies; it also sponsors or acts as a general partner/managing member of pooled investment vehicles, indicating involvement in fund formation or direct-sponsor activity. Kinloch is not identified as an active ESG investor and is not listed as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Public Funds/Mutual Funds 13%, Cash & Cash Equivalents 9%78%
  • Exchange Traded Equities78%
  • Public Funds/Mutual Funds13%
  • Cash & Cash Equivalents9%

Owners & executives

1 of 1
  • Peter Walls

    Peter Walls

    Founding Partner and Chief Investment OfficerCRD 3035626

Contacts

3 of 3
  • Bailey Thornton

    Bailey Thornton

    Wealth ManagerCRD 6608094

  • David Budinger

    David Budinger

    Investment Advisor RepresentativeCRD 8037730

  • Jennifer Berdell

    Jennifer Berdell

    Founding PartnerCRD 2580436

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$71M in ETFs

Passive

59%

$42.1M

Active

41%

$28.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT)VanguardPassiveTechnology$28.3M236,51439.79%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth