Kanawha Capital Management, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 572
- Avg AUM / client
- $3.2M
- Accounts
- 1,484
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 153 | $83.1M | 4.52% |
| High net worth individuals | 407 | $1.7B | 91.6% |
| Pension and profit sharing plans | 1 | $11.9M | 0.64% |
| Charitable organizations | 10 | $36.7M | 1.99% |
| Corporations and other businesses | 1 | $23.4M | 1.27% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Jerome Singleton | Chief Investment Officer | CFA | Jul 2007 (19y) | Less than 5% |
| Berg, Daniel, Jeremy | Director Of Finance | Mar 2019 (7y) | Less than 5% | |
| Boyle, John, Thomas | Principal | Nov 2019 (7y) | Less than 5% | |
| Kevin Scott Seay | Chief Compliance Officer | CFP | Mar 2020 (6y) | Less than 5% |
| Thomas Kirby Garner | President | CFP CFA | Mar 2020 (6y) | Less than 5% |
| James D Pickert | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wt Acquisition, Llc | Owner | May 2017 | A | 75% or more |
| Hightower Holding, Llc | Owner | May 2017 | B | ≈ 56.25% – 100% via Wt Acquisition, Llc |
| Thl Ht Spv, L.P. | 25 50% Owner Of Applicant's Holding Company | Dec 2020 | B | ≈ 14.06% – 50% via Hightower Holding, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hightower Holding, Llc: 75% – 100% of Wt Acquisition, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Thl Ht Spv, L.P.: 25% – 50% of Hightower Holding, Llc × 75% – 100% of Wt Acquisition, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (97% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗