Kinloch Capital, LLC (Glen Allen)

Kinloch Capital, LLC is a large advisory firm based in Glen Allen. It manages $104.33 million of regulatory assets for 404 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Virginia.

Kinloch Capital provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kinloch Capital: assets under management

The assets under management (AUM) of Kinloch Capital, LLC is $104.33 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $90.04 million in discretionary accounts and $14.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $264.82 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $223.37 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 64% of the total AUM. The second-largest asset type is investment and business development companies, which make up 14% of the firm’s portfolio. Investments in other assets form 11% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kinloch Capital, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kinloch Capital serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Kinloch Capital is high net worth individuals with 29 clients and $60.66 million of assets under management. Among the 9 most similar advisory firms, Kinloch Capital has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $102.97 million for 106 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Kinloch Capital doesn't advise any private funds.

Careers at Kinloch Capital, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cody Charles Isdaner	Member, cco	1 Apr 2019	75% - 100%	6338896
Peter Carlyle Walls	Chief compliance officer, managing member	1 May 2019	75% - 100%	3035626

Based in Glen Allen

The principal office where Kinloch Capital, LLC performs its advisory services is located at 4801 Cox Road, Glen Allen, VA 23060, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-956-4550. The normal business hours are 9:00am to 5:00pm on Monday - Friday.