KINLOCH CAPITAL, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Virginia, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	552	$218.9M
Non-Discretionary	0	$0
Total	552	$218.9M

Clients

Type	Number	RAUM
Individuals	54	$25.5M
HNW Individuals	68	$186.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	5	$6.2M
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$279,788
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$278,054
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-115239
SEC ERA File Number	801-115239
SEC CIK Numbers	1818557
SEC CRD Numbers	300735
Legal Entity Identifier	None

Principal Office

4801 COX ROAD
SUITE 200
GLEN ALLEN
VA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic