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Kinloch Capital

EST. AUM
$301,100,787

CONTACTS
3

CLIENT ACCOUNTS
705

Firm Details

Metro area Richmond
CRD Number 300735
Website kinlochcapital.com
Client types

Overview

Kinloch Capital is an SEC-registered Investment Advisor. As fiduciaries, they are legally-obligated to put client interests first. As an independent firm, they have no corporate parent pushing ‘financial products’ on clients or ‘sales goals’ on themselves. By intention, they are boutique in scale: Not only do they know clients’ financial goals, but also their pet’s name and that their daughter plays soccer, not field hockey. Their size allows them to be nimble in adopting the latest technology and resources as they have no large legacy systems holding them back. And in a sea of industry ‘sameness’ and ‘us too’: Kinloch Capital brings a number of identifiable differences that they believe make them not just different, but better.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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