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Kinloch Capital, LLC

● SEC registered since 2019CRD 300735SEC# 801-115239Glen Allen, VA
Export (members)
Reg. AUM
$301.1M
Employees
5
Accounts
705
Location
Glen Allen, VA

Kinloch Capital, LLC assets under management

Kinloch Capital, LLC is a registered investment adviser overseen by the SEC based in Glen Allen, VA. The firm has been registered since 2019. It reports $301.1 million in regulatory assets under management and employs 5 people.

Kinloch Capital, LLC owners & executives

1 reported
NameTitleOwnershipSince
Peter Carlyle Walls ControlChief Compliance Officer, Managing MemberOver 75%2019

Frequently asked questions

How much does Kinloch Capital, LLC manage?

Kinloch Capital, LLC reports $301.1 million in regulatory assets under management on its Form ADV.

How many employees does Kinloch Capital, LLC have?

Kinloch Capital, LLC reports 5 employees.

Where is Kinloch Capital, LLC located?

Kinloch Capital, LLC is based in Glen Allen, VA and has been SEC-registered since 2019.

Does Kinloch Capital, LLC disclose fund performance?

Kinloch Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4801 Cox Road, Suite 200, Glen Allen, VA 23060
Phone804-956-4550
Fax844-544-5044
Office hours9:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1818557
Discloses disciplinary historyNo

Regulatory AUM

$301.1M▲ 19%
Mar '25 — $252.4MApr '25 — $252.4MMay '25 — $252.4MJun '25 — $252.4MJul '25 — $252.4MAug '25 — $252.4MSep '25 — $252.4MOct '25 — $252.4MNov '25 — $252.4MDec '25 — $252.4MJan '26 — $252.4MFeb '26 — $252.4MMar '26 — $301.1MApr '26 — $301.1MMay '26 — $301.1MJun '26 — $301.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$301.1Mregulatory AUM
Discretionary $301.1M