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).
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Total Assets Under Management219MILLION
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Total Number of Accounts552ACCOUNTS
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Average Account Value$396,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
TX, VA
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.
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.
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.
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.