A complete list of active advisors currently associated with Kanawha Capital Management, LLC

Warmer can help you find a great advisor at Kanawha Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kanawha Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.