# Kinloch Capital, LLC

> Kinloch Capital, LLC is an SEC-registered investment advisory firm in Glen Allen, VA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 300735
- Filed as: KINLOCH CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glen Allen, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300735
- AdvisorCensus page: https://advisorcensus.com/firm/kinloch-capital-llc-glen-allen-va-300735

## Quick answers

**How is Kinloch Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kinloch Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Kinloch Capital, LLC located?**
Kinloch Capital, LLC's principal office is in Glen Allen, VA, according to its Form ADV.

**Is Kinloch Capital, LLC registered with the SEC or a state?**
Kinloch Capital, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300735.

**How much does Kinloch Capital, LLC manage?**
Kinloch Capital, LLC reports $301,100,787 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Kinloch Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Kinloch Capital, LLC: Regulatory assets under management: $165,808,406 in the October 2021 data and $301,100,787 in the October 2026 data, up 82%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kinloch Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (101); individuals (other than high net worth individuals) (84).

**Which custodians does Kinloch Capital, LLC use?**
Kinloch Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kinloch Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300735

**Does Kinloch Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Kinloch Capital does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship."

**What changed in Kinloch Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $252,438,765 to $301,100,787 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> Kinloch Capital does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $301,100,787
- Discretionary: $301,100,787
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $34,880,061 |
| High net worth individuals | 101 | $266,220,726 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kinlochcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $165,808,406 | 4 | September 20, 2021 |
| October 2022 | $202,298,364 | 4 | June 30, 2022 |
| October 2023 | $219,938,572 | 4 | July 26, 2023 |
| October 2024 | $218,889,819 | 5 | March 29, 2024 |
| October 2025 | $252,438,765 | 5 | May 19, 2025 |
| October 2026 | $301,100,787 | 5 | March 31, 2026 |

Regulatory assets under management: $165,808,406 in the October 2021 data and $301,100,787 in the October 2026 data, up 82%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $252,438,765 to $301,100,787 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kinloch Capital, LLC (CRD 300735): Form ADV filing data as of October 2026.