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Bailey Marget Thornton

Kinloch Capital, LLC

Glen Allen, VA

CRD 6608094

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Employer firm

Kinloch Capital, LLC CRD 300735

$301M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Kinloch Capital, Llc

4801 Cox Road Suite 200, Glen Allen, VA 23060 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-01-06
  • VA RA
    APPROVED
    Since 2023-01-06

Branch Locations

4801 Cox Road Suite 200, Glen Allen, VA 23060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harris Williams & Company Richmond VA 09/2015 06/2017
Davenport & Company Richmond VA 06/2017 12/2022
Kinloch Capital, Llc Glen Allen VA 01/2023 Present
  • 09/2015 → 06/2017
    Harris Williams & Company
    Richmond, VA
  • 06/2017 → 12/2022
    Davenport & Company
    Richmond, VA
  • 01/2023 → Present
    Glen Allen, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-10
  • S66 Uniform Combined State Law Examination
    2018-09-10
Designations
  • Certified Financial Planner
Other Names
  • Bailey Marget
  • Bailey Terhaar Marget

View on SEC IAPD

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