An independent, fiduciary, investment & wealth management firm
Kinloch Capital is an SEC-registered Investment Advisor. As fiduciaries, we are legally-bound to put your interests first. As an independent firm we have no corporate parent pushing ‘financial products’ on you or ‘sales goals’ on us. By intention, we are boutique in scale: We can wave to you in a crowd, know your pet’s name and where your children are in school. Our size allows us to be nimble in adopting the latest technology and resources as we have no large legacy systems holding us back. And in a sea of industry ‘sameness’ and ‘us too’: Kinloch Capital brings a number of identifiable differences that we believe make us not just different, but better.
Securities, Real Estate, and Private Equity
Comprehensive and Sophisticated Financial Planning
Building up an investment portfolio is great, but at Kinloch Capital, it is but one part of a larger wealth management plan. Your financial strategy is developed by a team of Certified Financial Planners with decades of real-world experience. Whether your dreams are in the forefront or background of your mind, we’ll work with you to crystalize them into short-term and long-term goals for all your needs.