Kinloch Capital, LLC fees and pricing

Financial planner in Glen Allen, Virginia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Kinloch Capital, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The hourly fee is not expected to exceed $250 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are negotiable and could be higher or lower than this range, based on the nature of the account, and the origin of the client.”
“This fee will be calculated and billed/invoiced monthly in advance.”
“Pontera does not bill nor invoice Kinloch Capital clients.”

Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
None of the 4 other planners in Glen Allen that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 185
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles
Assets managed: $301,100,787
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 300735
Website: kinlochcapital.com (opens in new tab)
Phone: (804) 956-4550

Can advise clients in 2 states: Texas, Virginia

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.