Kinloch Capital, LLC

Kinloch Capital, LLC (CRD# 300735) is a financial advisory firm headquartered in Glen Allen, VA. They manage $218,889,819 in 552 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4801 Cox Road, Suite 200, Glen Allen, VA 23060
http://www.kinlochcapital.com/
By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $396,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Kinloch Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jennifer Berdell, financial advisor Glen Allen VA
Jennifer L. Berdell
CRD#: 2580436
4801 Cox Road, Suite 200, Glen Allen, VA 23060

Jennifer Berdell (CRD# 2580436) is an Investment Advisor Representative working at Kinloch Capital, LLC in Glen Allen, VA and has over 18 years of experience in the finance industry.

2
Patricia Soileau, financial advisor Glen Allen VA
Patricia Soileau
CRD#: 1593948
4801 Cox Road, Suite 200, Glen Allen, VA 23060

Patricia Soileau (CRD# 1593948) is an Investment Advisor Representative working at Kinloch Capital, LLC in Glen Allen, VA and has over 32 years of experience in the finance industry.

3
Bailey Thornton, financial advisor Glen Allen VA
Bailey M. Thornton
CRD#: 6608094
4801 Cox Road, Suite 200, Glen Allen, VA 23060

Bailey Thornton (CRD# 6608094) is an Investment Advisor Representative working at Kinloch Capital, LLC in Glen Allen, VA and has over 5 years of experience in the finance industry.

4
Peter Walls, financial advisor Glen Allen VA
Peter C. Walls
CRD#: 3035626
4801 Cox Road, Suite 200, Glen Allen, VA 23060

Peter Walls (CRD# 3035626) is an Investment Advisor Representative working at Kinloch Capital, LLC in Glen Allen, VA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals