Kanawha Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,767,671,421
Clients
560
Advisors
4
of 11 employees
About
Kanawha provides discretionary and non-discretionary investment management across equity, fixed-income and balanced portfolios and also offers financial-planning services, particularly in the context of retirement rollovers. The firm manages roughly $1.8 billion in client assets and serves a mix of clients that includes individuals, trusts and estates, charitable organizations, pension and profit‑sharing plans, and corporate/business entities.
The firm’s investment process combines fundamental, technical and cyclical analysis to construct long‑ and short‑term positions and may employ options strategies — including covered call writing — for hedging or income generation when authorized by clients. Kanawha integrates ongoing financial planning into its portfolio work for retirement clients, including periodic modeling, stress‑testing and coordination with tax and estate advisers.
Kanawha is affiliated through common ownership with a larger holding company that includes an affiliated broker‑dealer, a trust company and an accounting firm, which creates access to custody, trust and accounting resources not common among similarly sized advisory firms. It also accepts a broader mix of client types (charitable organizations, pension plans and corporate clients) and, in isolated cases, negotiates fixed‑fee arrangements — practices that are less typical for firms in its peer group.
Client services
Expertise
Fee options
Some clients may pay a fixed fee for investment management services or different fees on specific asset classes; fees are negotiated in isolated cases.
$0 - $1,000,000: 1.00% per annum $1,000,001 - $5,000,000: 0.75% per annum $5,000,001+: 0.50% per annum
Account minimum: $1,000,000
Main office
7201 Glen Forest Drive, Suite 200
Richmond VA 23226-3759
Advisors at this office
4
Most active in
Colorado · District of Columbia · Florida · Georgia · Louisiana · Maine · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington
Also doing business as
Kanawha Capital Management · Kanawha Capital Management, LLC · Kanawha Capital Managment, LLC · Wealthtrust Kanawha Capital · Wealthtrust Kanawhacapital
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher S
CFA®, Series 65
Richmond, VA
Kanawha Capital Management, LLC
Christopher Singleton is a CFA® charterholder and holds a Series 65 license, with 26 years of industry experience. He has been with Kanawha Capital Management, LLC since 2004. Kanawha Capital Management provides discretionary and non-discretionary investment management primarily for individual clients, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental, technical, cyclical, and chart-based analysis, employing long- and short-term strategies across multiple asset classes.
Kevin S
CFP®, Series 63, Series 66
Richmond, VA
Kanawha Capital Management, LLC
Kevin Seay is a CFP® with 15 years of industry experience. He has been with Kanawha Capital Management, LLC since 2016, where he works as part of a four-advisor team. Kanawha Capital Management provides discretionary and non-discretionary investment management and financial-planning services, primarily focusing on retirement rollovers. The firm serves a diverse client base, including individuals, trusts, charitable organizations, and corporate entities, using a combination of fundamental, technical, and cyclical analysis in its investment approach.
Thomas G
CFP®, CFA®, Series 63, Series 65
Richmond, VA
Kanawha Capital Management, LLC
Thomas Garner is a financial advisor at Kanawha Capital Management, LLC with 24 years of industry experience. He holds the CFP® and CFA® designations and has been with Kanawha since 2014. Kanawha Capital Management provides discretionary and non-discretionary investment management across equity, fixed-income, and balanced portfolios, along with financial-planning services focused on retirement rollovers. The firm serves individuals, trusts, charitable organizations, pension plans, and corporate clients, managing approximately $1.8 billion in assets.
James P
CFP®, Series 66
Richmond, VA
Kanawha Capital Management, LLC
James Pickert is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He has worked at Kanawha Capital Management, LLC since 2023 and previously spent nine years at ACG Advisory Services Inc. Kanawha Capital Management provides discretionary and non-discretionary investment management across equity, fixed-income, and balanced portfolios, along with financial-planning services focused on retirement rollovers. The firm serves individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporate clients, managing approximately $1.8 billion in assets.
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