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KANAWHA CAPITAL MANAGEMENT, LLC
7201 Glen Forest Drive
Suite 200
Richmond, Virginia 23226-3759
Tel: 804-359-3900
About KANAWHA CAPITAL MANAGEMENT, LLC
KANAWHA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as KANAWHA CAPITAL MANAGEMENT, LLC. The firm was established in 11/15/2001. They have over 1 offices throughout the country.
KANAWHA CAPITAL MANAGEMENT, LLC is a Richmond, Virginia based Financial Planning firm with nearly $1,284,232,846 assets under management, offering retirement planning & investment advisory services to 1176 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118458 |
| SEC# | 801-60800 |
| Assets Managed by Firm | $1,284,232,846 |
| No. of Clients | 1176 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1176 | $1,284,232,846 |
| Individuals (other than high net worth individuals) | 146 | $76,985,270 |
| High net worth individuals | 318 | $1,142,514,530 |
| Pension and profit sharing plans | 6 | $15,568,243 |
| Charitable organizations | 7 | $32,584,320 |
| Corporations or other businesses | 1 | $16,580,483 |
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