KINLOCH CAPITAL, LLC
Firm details
- Headquarters
- GLEN ALLEN, Virginia
- CRD number
- 300735
- Registered since
- May 6, 2019
- Website
- kinlochcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.42%
- Individuals11.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Kinloch Capital, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm is owned by an individual and serves primarily individual and family clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Kinloch is not positioned as a multi-state adviser, pension consultant, or dedicated capital allocator. The firm is also identified as an investment sponsor/GP and managing member of pooled investment vehicles, indicating it both advises on and can originate or operate pooled structures. Kinloch does not position itself as an active ESG investor.
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 Equities78%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1PETER WALLS
Founding Partner and Chief Investment OfficerCRD 3035626
Contacts
3 of 4BAILEY THORNTON
Wealth ManagerCRD 6608094
David Budinger
Investment Advisor RepresentativeCRD 8037730
PATRICIA SOILEAU
Director of Client ServicesCRD 1593948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$81.1M in ETFs
42%
$34M
58%
$47.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST EXCHANGE-TRADED FUND III (FPE) | First Trust | Active | Preferred Stock | $15.3M | 859,253 | 18.80% |
Location
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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