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James D Pickert

Kanawha Capital Management, LLC

Richmond, VA

CRD 6315960

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Employer firm

Kanawha Capital Management, LLC CRD 118458

$1.84B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Kanawha Capital Management, Llc

7201 Glen Forest Drive Suite 200, Richmond, VA 23226-3759 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-07-17
  • VA RA
    APPROVED
    Since 2026-07-17

Branch Locations

7201 Glen Forest Drive Suite 200, Richmond, VA 23226-3759 • 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
Acg Advisory Services Inc. Midlothian VA 12/2014 03/2023
Kanawha Capital Management, Llc Richmond VA 04/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-17
  • S66 Uniform Combined State Law Examination
    2014-06-17
Designations
  • Certified Financial Planner
Other Names
  • James David Pickert

View on SEC IAPD

Nearby Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC

Nearby Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO

Nearby Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA

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