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Building 2KINLOCH CAPITAL, LLC

Map pinGLEN ALLEN, VA
Phone804-956-4550
NotebookSEC #801-115239
Total AUM
$301.1M
Employees
5
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4801 COX ROAD
SUITE 200
GLEN ALLEN
VA 23060
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
804-956-4550

ReceiptFinancials

Total AUM
$301.1M
Accounts
705
Discretionary
$301.1M
Accounts
705
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$34.9M
HNW Individual Clients
101
AUM
$266.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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