Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > virginia > richmond > KANAWHA CAPITAL MANAGEMENT, LLC
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 $1,555,472,350 assets under management, offering retirement planning & investment advisory services to 1308 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118458 |
| SEC# | 801-60800 |
| Assets Managed by Firm | $1,555,472,350 |
| No. of Clients | 1308 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1308 | $1,555,472,350 |
| Individuals (other than high net worth individuals) | 156 | $98,881,142 |
| High net worth individuals | 333 | $1,381,245,641 |
| Pension and profit sharing plans | 5 | $18,072,200 |
| Charitable organizations | 7 | $36,644,223 |
| Corporations or other businesses | 1 | $20,629,144 |
More Retirement Planning firms in Richmond, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $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 |
Explore More Retirement Advisors in Richmond, Virginia