Kinloch Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glen Allen, VA. Its latest Form ADV filing, dated March 31, 2026, reports $301M in regulatory assets under management, 5 employees, and 705 accounts.
Assets Under Management
$301M
Employees
5
Offices
--
Total Clients
185
Primary office
GLEN ALLEN, VA
4801 COX ROAD, SUITE 200, GLEN ALLEN, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.6% of total clients.
Top client categories% of clientsClients
1
HNWI
54.6%
101
2
Individuals
45.4%
84
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$301Mas of March 31, 2026
Discretionary100.0%
$301M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$301M
Total Accounts705
10Y AUM Change+$301M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee37:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.