Best Investors Account Sign in
Inactive

David Budinger

Kinloch Capital, LLC

Glen Allen, VA

CRD 8037730

Claim This Profile
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 2025-01-29
  • VA RA
    APPROVED
    Since 2025-01-29

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
Bon Secours Medical Group Richmond VA 09/2015 03/2020
Enduring Improvements, Llc Midlothian VA 03/2020 01/2025
Kinloch Capital, Llc Richmond VA 01/2025 Present
  • 09/2015 → 03/2020
    Bon Secours Medical Group
    Richmond, VA
  • 03/2020 → 01/2025
    Enduring Improvements, Llc
    Midlothian, VA
  • 01/2025 → Present
    Kinloch Capital, Llc
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
STRATHMORE CAPITAL ADVISORS
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

JOHN SICAT
JENNIFER HELTON LUZZATTO
ALISHIA AREZOU DUBOIS

Nearby Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA
STRATHMORE CAPITAL ADVISORS · Glen Allen, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA

More in Glen Allen, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor