KINLOCH CAPITAL, LLC
Total AUM
$301.1M
Employees
5Clients
185Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4801 COX ROAD
SUITE 200
GLEN ALLEN
VA 23060
United States
SUITE 200
GLEN ALLEN
VA 23060
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
804-956-4550
Financials
Total AUM
$301.1M
Accounts
705Discretionary
$301.1M
Accounts
705Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
84AUM
$34.9M
HNW Individual Clients
101AUM
$266.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.