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Home > Retirement Planners > virginia > glen allen > KINLOCH CAPITAL, LLC
KINLOCH CAPITAL, LLC
4801 Cox Road
Suite 200
Glen Allen, Virginia 23060
Tel: 804-956-4550
About KINLOCH CAPITAL, LLC
KINLOCH CAPITAL, LLC, formally registered with the SEC as KINLOCH CAPITAL, LLC. The firm was established in 05/06/2019. They have over 1 offices throughout the country.
KINLOCH CAPITAL, LLC is a Glen Allen, Virginia based Financial Planning firm with nearly $218,889,819 assets under management, offering retirement planning & investment advisory services to 552 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300735 |
| SEC# | 801-115239 |
| Assets Managed by Firm | $218,889,819 |
| No. of Clients | 552 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 552 | $218,889,819 |
| Individuals (other than high net worth individuals) | 54 | $25,513,171 |
| High net worth individuals | 68 | $186,668,806 |
| Charitable organizations | Fewer than 5 clients | $279,788 |
| Corporations or other businesses | Fewer than 5 clients | $278,054 |
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|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
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