DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KINLOCH CAPITAL, LLC

CRD 300735

GLEN ALLEN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fb5b00ea-6581-5a59-1111-3eebf080161f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
On other graphs: 1
Observed: Apr 5, 2019 to Mar 31, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Kinloch Capital, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $301MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $301M
Private client RAUM: $301MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $75.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 705
Individual clients: 84
High net worth clients: 101
Custody, client assets: $127M
SEC number: 801-115239
CIK: 1818557
CRD: 300735
Filings on the tape: 23
First filed: Apr 5, 2019
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, VA
Website: kinlochcapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JENNIFER LYNN BERDELL	n/a	GLEN ALLEN, VA	7	22	3	no
PETER CARLYLE WALLS	n/a	GLEN ALLEN, VA	7	28	3	no
BAILEY MARGET THORNTON	Certified Financial Planner	GLEN ALLEN, VA	3	11	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
KINCAP EDDY, LLC	Real Estate Fund	$2.0M	Mar 29, 2024	19	Mar 29, 2024	reported	021-466158
KINCAP MOTORWORKS, LLC	Real Estate Fund	$1.6M	Mar 29, 2024	17	Jun 30, 2022	reported	021-450098
KINCAP MANCHESTER PARK, LLC	Real Estate Fund	$890,000	Mar 29, 2024	7	Nov 19, 2021	reported	021-391988
KINCAP JRHP 1322 W. BROAD, LLC	Real Estate Fund	$800,000	Mar 29, 2024	10	Mar 31, 2023	reported	021-477415
KINCAP ATRIUM, LLC	Real Estate Fund	$760,000	Mar 29, 2024	15	Nov 19, 2021	reported	021-381832

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WALLS, PETER, CARLYLE	CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	E	yes	05/2019	May 24, 2019	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PETER WALLS	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$301M	$301M	5	5	n/a	n/a
2024	Mar 31, 2025	$252M	$252M	5	5	5	n/a
2023	Mar 29, 2024	$219M	$219M	5	3	5	$6.2M
2022	Mar 31, 2023	$220M	$220M	4	3	4	$4.1M
2021	Mar 31, 2022	$202M	$202M	4	3	2	$1.6M
2020	Mar 30, 2021	$166M	$166M	4	3	n/a	n/a
2019	Mar 27, 2020	$103M	$103M	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	25.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$301M	$252M	19.3%	$220M	11.0%	5	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	2	May 28, 2019	May 31, 2019	RICHMOND, VA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (6)

← David BudingerAdvisorregistration: current employment
Jan 29, 2025 to presentfactForm ADV
← BAILEY MARGET THORNTONAdvisorregistration: current employment
Jan 6, 2023 to presentfactForm ADV
← JENNIFER LYNN BERDELLAdvisorregistration: current employment
May 31, 2019 to presentfactForm ADV
← PETER CARLYLE WALLSAdvisorregistration: current employment
May 31, 2019 to presentfactForm ADV
← PATRICIA SOILEAUAdvisorregistration: previous registration
Jan 9, 2020 to Jun 9, 2026factForm ADV
← Leshek Julian FarthingAdvisorregistration: previous registration
Sep 10, 2020 to Nov 10, 2022factForm ADV

Advises (5)

→ KINCAP EDDY, LLCPrivate fundReal Estate Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ KINCAP MOTORWORKS, LLCPrivate fundReal Estate Fund, IA
Jun 30, 2022 to presentfactForm ADV
→ KINCAP MANCHESTER PARK, LLCPrivate fundReal Estate Fund, IA
Nov 19, 2021 to presentfactForm ADV
→ KINCAP ATRIUM, LLCPrivate fundReal Estate Fund, IA
Nov 19, 2021 to presentfactForm ADV
→ KINCAP JRHP 1322 W. BROAD, LLCPrivate fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV

Controls (1)

← WALLS, PETER, CARLYLEOwnerCHIEF COMPLIANCE OFFICER, MANAGING MEMBER, ownership code E, individual
May 24, 2019 to Mar 29, 2024factForm ADV

Moved with (1)

← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser2 advisors, team lift out, same day
May 28, 2019 to May 31, 2019factForm ADV

Dated events

Occurred
Jun 9, 2026
Advisor changed firm
Patricia Soileau left Kinloch Capital, Llc for Acima Private Wealth Llc (registered 2026-05-15)
Form ADVobserved 5 days ago
Occurred
Nov 10, 2022
Advisor changed firm
Leshek Julian Farthing left Kinloch Capital, Llc for Schroder Wealth Management (Us) Limited (registered 2024-09-30)
Form ADVobserved 5 days ago
Occurred
May 24, 2019
Control person joined
Carlyle Peter Walls (Chief Compliance Officer, Managing Member) appeared on Schedule A of Kinloch Capital, Llc
Form ADVobserved 5 days ago
Occurred
May 24, 2019
Control person left
Charles Cody Isdaner (Member, Cco) no longer on Schedule A of Kinloch Capital, Llc (listed 2019-04-05, absent 2019-05-24)
Form ADVobserved 5 days ago
Occurred
Apr 5, 2019
First Form ADV filing
Kinloch Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb5b00ea-6581-5a59-1111-3eebf080161f
First observed: Apr 5, 2019
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KINLOCH CAPITAL, LLC

CRD 300735

GLEN ALLEN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fb5b00ea-6581-5a59-1111-3eebf080161f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JENNIFER LYNN BERDELL

n/a

GLEN ALLEN, VA

PETER CARLYLE WALLS

n/a

GLEN ALLEN, VA

BAILEY MARGET THORNTON

Certified Financial Planner

GLEN ALLEN, VA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

KINCAP EDDY, LLC

Real Estate Fund

$2.0M

Mar 29, 2024

reported

021-466158

KINCAP MOTORWORKS, LLC

Real Estate Fund

$1.6M

Mar 29, 2024

Jun 30, 2022

reported

021-450098

KINCAP MANCHESTER PARK, LLC

Real Estate Fund

$890,000

Mar 29, 2024

Nov 19, 2021

reported

021-391988

KINCAP JRHP 1322 W. BROAD, LLC

Real Estate Fund

$800,000

Mar 29, 2024

Mar 31, 2023

reported

021-477415

KINCAP ATRIUM, LLC

Real Estate Fund

$760,000

Mar 29, 2024

Nov 19, 2021

reported

021-381832

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WALLS, PETER, CARLYLE

CHIEF COMPLIANCE OFFICER, MANAGING MEMBER

yes

05/2019

May 24, 2019

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PETER WALLS

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$301M

n/a

2024

Mar 31, 2025

$252M

n/a

2023

Mar 29, 2024

$219M

$6.2M

2022

Mar 31, 2023

$220M

$4.1M

2021

Mar 31, 2022

$202M

$1.6M

2020

Mar 30, 2021

$166M

n/a

2019

Mar 27, 2020

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$301M

$252M

19.3%

$220M

11.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 28, 2019

May 31, 2019

RICHMOND, VA

Team lift out

Wirehouse to new firm

0.0%