Overview
Assets Under Management: $219 million
Headquarters: GLEN ALLEN, VA
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Frequently Asked Questions
KINLOCH CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300735), KINLOCH CAPITAL, LLC is subject to fiduciary duty under federal law.
KINLOCH CAPITAL, LLC is headquartered in GLEN ALLEN, VA.
KINLOCH CAPITAL, LLC serves 94 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, KINLOCH CAPITAL, LLC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
KINLOCH CAPITAL, LLC manages $219 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, KINLOCH CAPITAL, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 552
Discretionary Accounts: 552
Regulatory Filings
CRD Number: 300735
Last Filing Date: 2024-03-29 00:00:00
Website: https://kinlochcapital.com