Kinloch Capital, LLC

Overview

Kinloch Capital, LLC is an SEC registered investment adviser based in Glen Allen, VA, registered since 2019. It reports $301M in assets under management across 705 accounts, with 5 employees. It has 4 investment adviser representatives.

Reported AUM

$301M

Discretionary

100%

Accounts

705

Average account

$427K

Employees

5

Advisory reps

4

Registered since

2019

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Peter Carlyle Walls Chief Compliance Officer, Managing Member CRD 3035626

Advisory reps 3 of 4

• Jennifer Lynn Berdell Insurance Agent · Investment Adviser Rep CRD 2580436
• David Budinger Investment Adviser Rep CRD 8037730
• Bailey Marget Thornton Investment Adviser Rep CRD 6608094

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

4801 Cox Rd Ste 200
Glen Allen, VA 23060

County

Henrico

Metro area

Richmond, VA

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: kinlochcapital.com

Every state, with registration dates

Similar firms near Glen Allen

• Capitol Securities Management, Inc.Glen Allen, VA$2.2B AUM
• The Capital Management CorporationGlen Allen, VA$826M AUM
• The Main Street GroupGlen Allen, VA$515M AUM
• Steelhead Wealth ManagementGlen Allen, VA$342M AUM
• Claris Financial, LLCGlen Allen, VA$33M AUM