Kinloch Capital
Finance · Virginia, United States · 1-10 Employees
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Overview
Headquarters
4801 Cox Rd Ste 200, Glen Allen, Virgini...Phone Number
(804) 956-4550Website
www.kinlochcapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About Kinloch Capital
Kinloch Capital is an independent, fiduciary investment and wealth management firm based in Richmond, VA. As an SEC-registered Investment Advisor, they prioritize their clients' interests without the influence of corporate sales goals. The firm offers sophisticated wealth management strategies, including the endowment model, to clients who may not have access to traditional high-net-worth investment options. Kinloch Capital aims to provide billionaire-level investment strategies to everyday millionaires, ensuring personalized service and attention to detail.Explore more
Kinloch Capital Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Kinloch Capital
<$5M
1-10
Private
-
2018
JB
Jennifer BerdellFounding Partner, Director of Financial Planning and Wealth Management
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Kinloch Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Kinloch Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kinloch Capital.
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Kinloch Capital is an independent, fiduciary investment and wealth management firm based in Richmond, VA. As an SEC-registered Investment Advisor, they prioritize their clients' interests without the influence of corporate sales goals. The firm offers sophisticated wealth management strategies, including the endowment model, to clients who may not... Read More
