A complete list of active advisors currently associated with Kinloch Capital, LLC
Warmer can help you find a great advisor at Kinloch Capital, LLC or one who fits your needs even better.
Kinloch Capital is an independent advisory firm that provides discretionary asset management and financial planning to individuals, families, trusts, non‑profit organizations, pensions and businesses, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm manages approximately $301.1 million on a discretionary basis and offers in‑house financial planning, retirement‑plan rollover advice, and divorce planning delivered by a CDFA‑designated representative. The firm employs proprietary model portfolios and a dynamic, technically driven approach rather than fixed allocations; published strategies include an income‑oriented dividend‑stock sleeve (“Deep Blue”), a sector‑rotation ETF strategy, and a Tactical Balanced model that shifts between equities and short‑term bonds. Most client accounts are managed on a discretionary basis, and the firm uses a third‑party platform (Pontera) to review and rebalance held‑away defined‑contribution participant accounts. Distinctively, Kinloch Capital serves pooled investment vehicles and acts as a private‑fund adviser and occasional fund sponsor/syndicator, operating single‑purpose private real‑estate investment entities managed by a firm principal; those private placements are limited to accredited investors and the firm discloses related conflicts and restrictions on discretionary recommendations. The brochure also discloses material operational affiliations and arrangements — an affiliated planning firm, a wholly‑owned coaching subsidiary (SmartHER), and a custodian loan with an $80 million Schwab AUM covenant — that clients should consider when evaluating custody, referrals, and potential conflicts.
To learn more about the advisors currently working at Kinloch Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Glen Allen, VA
| 27
| |
Glen Allen, VA
| 8
| |
Glen Allen, VA
| 28
|
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