Kanawha Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Kanawha Capital Management LLC
CRD #118458
SEC #801-60800
CIK #0001164478
AUM 1,839.6 M (2026-04-13)
Employees 11 (36% Investors, 0% Brokers)
Fees
Minimum
Phone804-359-3900
Address7201 Glen Forest Drive
Richmond, VA 23226-3759
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
19001520114076038002001200920182027
Sector Form 13F Holdings Value ($M)
Apple Inc 79.2
Microsoft Corp 74.6
Alphabet Inc 45.1
J P Morgan Chase & Co 40.3
Lowes Companies Inc 39.8
Johnson & Johnson 36.4
United Technologies Corp /DE/ 32.9
AbbVie Inc 30.8
Procter & Gamble Co 27.3
Oracle Corp 26.3
View All
Holdings by Sector ($M)
1500120090060030002011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 153 83.1
(b) Individuals (high net worth individuals) 407 1,684.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 11.9
(h) Charitable organizations 10 36.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 23.4
(n) Other 0 0.0
Total 1,484 1,839.6
By Discretionary
Discretionary 1,467 1,808.8
Non-Discretionary 17 30.9
Total 1,484 1,839.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,839.6
Total 1,484 1,839.6
EDGAR Form CIK 2011 - 2026
13F-HR [0001164478]
Firm Profile (Form ADV)
Discretionary AUM$0.5B
ServesInstitutional, Retail
Comparable Firms State AUM
Ashton Thomas Securities LLC
NY 1,859.7 M
Colonial Trust Advisors Inc
SC 1,852.9 M
Tide Cycle Resources LLC
NH 1,851.5 M
Rockbridge Investment Management LLC
NY 1,837.4 M
Azzad Asset Management Inc
VA 1,837.2 M
A&M Private Wealth Partners LLC
FL 1,832.7 M
Aristotle Capital Boston LLC
MA 1,831.3 M
Berman McAleer LLC
MD 1,821.8 M
Heitman Real Estate Securities LLC
IL 1,821.4 M
Strategic Investment Advisors LLC
MI 1,816.3 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com