Kinloch Capital, Llc
- Regulatory AUM
- $301M
- Discretionary
- $301M
- Clients
- 185
- Avg AUM / client
- $1.6M
- Accounts
- 705
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 84 | $34.9M | 11.6% |
| High net worth individuals | 101 | $266M | 88.4% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kincap Eddy, Llc | Real Estate Fund | Virginia | $2.1M | 19 |
| Kincap Motorworks, Llc | Real Estate Fund | Virginia | $1.7M | 17 |
| Kincap Manchester Park, Llc | Real Estate Fund | Virginia | $890K | 7 |
| Kincap Jrhp 1322 W. Broad, Llc | Real Estate Fund | Virginia | $800K | 10 |
| Kincap Atrium, Llc | Real Estate Fund | Virginia | $760K | 15 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Carlyle Walls | Chief Compliance Officer, Managing Member | May 2019 (7y) | 75% or more | |
| Jennifer Lynn Berdell | Registered representative | May 2019 (7y) | ||
| Bailey Marget Thornton | Registered representative | CFP | Jan 2023 (4y) | |
| David Budinger | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (5, $6.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kincap Eddy, Llc | Real Estate Fund | $2.1M | $25.0K | 19 |
| Kincap Motorworks, Llc | Real Estate Fund | $1.7M | $50.0K | 17 |
| Kincap Manchester Park, Llc | Real Estate Fund | $890K | $25.0K | 7 |
| Kincap Jrhp 1322 W. Broad, Llc | Real Estate Fund | $800K | $50.0K | 10 |
| Kincap Atrium, Llc | Real Estate Fund | $760K | $25.0K | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.04 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $295M (98% of AUM) Mar 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗