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KINLOCH CAPITAL, LLC
CRD 300735 · SEC 801-115239
4801 COX ROAD, SUITE 200, GLEN ALLEN, VA, 23060, United States
Phone
804-956-4550
Fax
844-544-5044
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$301.1M
Discretionary AUM
$301.1M
Team
5 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $34.9M |
| High net worth individuals | 101 | $266.2M |
States served
VA, TX
All web addresses on file
Official SEC filing: View on IAPD