Kinloch Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and divorce planning. Financial planning was provided to 51–100 clients last fiscal year.
Kinloch Capital reports 185 clients. They include 101 high-net-worth individuals and 84 individual clients. Of its assets, 100.0% ($301M across 705 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 12% |
| High-net-worth individuals | 55% | 88% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 84 | $34.9M | 11.6% | $415K |
| High-net-worth individuals | 101 | $266M | 88.4% | $2.64M |
| Total | 185 | $301M | 100% | $1.63M |
- Clients
- 84
- Regulatory AUM
- $34.9M
- AUM share
- 11.6%
- Avg. per client
- $415K
- Clients
- 101
- Regulatory AUM
- $266M
- AUM share
- 88.4%
- Avg. per client
- $2.64M
Total
- Clients
- 185
- Regulatory AUM
- $301M
- AUM share
- 100%
- Avg. per client
- $1.63M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Kinloch Capital charges 0.35%–2.00% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Divorce Planning
- Divorce planning is billed hourly at a fee not expected to exceed $250 per hour, negotiable, monthly in arrears.
- Financial Planning
- Financial planning without asset management is billed hourly at a fee not expected to exceed $250 per hour, negotiable, due on plan completion.
Peter Walls owns 75% or more of Kinloch Capital. The leadership team of Kinloch Capital includes Chief Compliance Officer Peter Walls. It has 5 employees.
Leadership
- Peter WallsChief Compliance Officer, Managing Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Jennifer Lynn Berdell
- David Budinger
- Bailey Marget Thornton
- Peter Carlyle Walls
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Kinloch Capital, LLC
Peter Walls
Control person · since May 2019
Kinloch Capital’s regulatory assets grew 1.8× from $166M (April 2021) to $301M (March 2026); clients rose from 155 to 185 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $301M | 185 | 5 | 1 |
| May 2025 | $252M | 181 | 5 | 1 |
| March 2024 | $219M | 127 | 5 | 1 |
| July 2023 | $220M | 168 | 4 | 1 |
| June 2022 | $202M | 163 | 4 | 1 |
| April 2021 | $166M | 155 | 4 | 1 |
Besides its headquarters, Kinloch Capital has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 4801 Cox Road, Suite 200, Glen AllenHQ
Contact and registration details
- Legal name
- Kinloch Capital, LLC
- Headquarters
- 4801 Cox Road, Suite 200, Glen Allen, VA 23060
- Website
- kinlochcapital.com
- Phone
- 804-956-4550
- SEC file
- 801-115239
- Founded
- 2019
- Structure
- Virginia LLC
- Fiscal year end
- December
Kinloch Capital uses Charles Schwab ($295M) as custodian for its separately managed accounts. Kinloch Capital has custody of $127M in client assets for 101 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $295M100%
At year end, Kinloch Capital’s separately managed accounts were mostly in stocks (78%) and funds (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $274M across 79 positions; the largest are Vanguard World FD (10.3%), First TR Exch Traded FD Iii (2.9%) and Abbvie Inc. (2.4%).
What the accounts hold
- Stocks78%
- Funds13%
- Cash9%
Reported 13F holdings
- $274M
- Reported 13F value
- 79
- Positions
- 30.5%
- In the 10 largest
- +11.6%
- Value vs. prior quarter
- Vanguard World FD · Inf Tech ETF10.3%
- First TR Exch Traded FD Iii · Pfd Secs Inc. ETF2.9%
- Abbvie Inc.2.4%
- Vanguard World FD · Industrial ETF2.3%
- First TR Exchange-traded FD · First TR Enh New2.2%
- Caterpillar Inc.2.1%
- Franklin Resources Inc.2.1%
- Federal Rlty Invt TR New · SH Ben Int New2.0%
- Altria Group Inc.2.0%
- Target Corp.2.0%
Together, the ten largest are 30.5% of reported value.
How many clients does Kinloch Capital have?
Kinloch Capital has 185 clients and manages $301 million for them, as of March 2026. They include 101 high-net-worth individuals and 84 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Kinloch Capital offer?
Kinloch Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and divorce planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kinloch Capital charge?
Kinloch Capital charges 0.35%–2.00% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Kinloch Capital use?
Kinloch Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $295M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Kinloch Capital have?
Kinloch Capital has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kinloch Capital invest in?
At the end of its last fiscal year, Kinloch Capital’s separately managed accounts held 78% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs) and 9% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kinloch Capital?
Kinloch Capital’s direct owner is Peter Walls (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Kinloch Capital get paid?
Kinloch Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Kinloch Capital registered with the SEC?
Yes, Kinloch Capital has been registered with the SEC as an investment adviser since 6 May 2019. Its CRD number is 300735 and its SEC file number is 801-115239.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Kinloch Capital?
Kinloch Capital’s main office is at 4801 Cox Road, Suite 200, Glen Allen, VA 23060. Its phone number is 804-956-4550. Its website is kinlochcapital.com.