SEC CRD #801-115239
Kinloch Capital | Independent Financial Advisor | Richmond, VA Select Page Kinloch Capital An independent, fiduciary, investment wealth management firm Kinloch Capital is an SEC-registered Investment Advisor. As fiduciaries , we are legally-obligated to put your interests first. As an independent firm we have no corporate parent pushing financial products on you or sales goals on us. By intention, we are boutique in scale: Not only do we know your financial goals, but also your pet s name and that your daughter plays soccer, not field hockey. Our size allows us to be nimble in adopting the latest technology and resources as we have no large legacy systems holding us back. And in a sea of industry sameness and us too : Kinloch Capital brings a number of identifiable differences that we believe make us not just different, but better. Learn More About Kinloch Capital A Better Approach to Building Preserving Wealth At Kinloch Capital we follow an Endowment Model of investing, and a Family Office Model of sophisticated wealth management. Are you familiar with the endowment model? Has anyone suggested you open a family office? If not, it s probably because you don t have $100 million or more to invest. You see, if the big Wall Street firms read that you d just signed a new $100M contract, or sold your company for $1 billion, they would come titillate you the newly super rich with unique and exciting ways that you can now plan and invest. But what if you sold your business for only
PETER WALLS
CHIEF COMPLIANCE OFFICER
๐ (804) 956-4550
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AUM
$301M
Location
GLEN ALLEN, VA
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