Kinloch Capital, LLC
Firm details
- Headquarters
- Glen Allen, Virginia
- CRD number
- 300735
- Website
- kinlochcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.42%
- Individuals11.58%
Firm profile
FINTRXOverview
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
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 1
Peter Walls
Founding Partner and Chief Investment OfficerCRD 3035626
Contacts
3 of 3Bailey Thornton
Wealth ManagerCRD 6608094

David Budinger
Investment Advisor RepresentativeCRD 8037730

Jennifer Berdell
Founding PartnerCRD 2580436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$71M in ETFs
59%
$42.1M
41%
$28.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $28.3M | 236,514 | 39.79% |
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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