Kinloch Capital, LLC
Kinloch Capital, LLC is an SEC-registered wealth manager in Glen Allen, VA with $301.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Kinloch Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300735, SEC 801-115239, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $301.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Glen Allen, VA
- Employees
- 5
- Clients
- 185
- CRD
- 300735
- Ownership
- WALLS, PETER, CARLYLE; ISDANER, CODY, CHARLES
How much AUM does Kinloch Capital, LLC have?
Kinloch Capital, LLC reported $301.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Kinloch Capital, LLC?
Disclosed owners and executives of Kinloch Capital, LLC include WALLS, PETER, CARLYLE, ISDANER, CODY, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.