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| Happy Holidays!! thanks for using AUM13F!! |
| Kanawha Capital Management LLC
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| CRD # | 118458 |
| SEC # | 801-60800 |
| CIK # | 0001164478 |
| AUM | $1.6 B (2025-07-16) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 804-359-3900 |
| Address | 7201 Glen Forest Drive Richmond, VA 23226-3759 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 102.9 | ||
| Apple Inc | 65.7 | ||
| Oracle Corp | 44.0 | ||
| J P Morgan Chase & Co | 39.9 | ||
| Lowes Companies Inc | 38.1 | ||
| Automatic Data Processing Inc | 35.4 | ||
| Procter & Gamble Co | 29.5 | ||
| Alphabet Inc | 28.0 | ||
| AbbVie Inc | 26.8 | ||
| United Technologies Corp /DE/ | 25.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 95.0 |
| (b) Individuals (high net worth individuals) | 361 | 1,476.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 13.2 |
| (h) Charitable organizations | 7 | 36.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 20.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,378 | 1,641.8 |
| By Discretionary | ||
| Discretionary | 1,363 | 1,613.9 |
| Non-Discretionary | 15 | 27.9 |
| Total | 1,378 | 1,641.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,641.8 | |
| Total | 1,378 | 1,641.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001164478] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Slatestone Wealth LLC
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|
FL | 1.7 |
|
The Edgar Lomax Company
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|
VA | 1.7 |
|
Nottingham Advisors Inc
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NY | 1.7 |
|
Hudson Valley Investment Advisors Inc
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NY | 1.7 |
|
SLK Private Wealth Management LLC
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CA | 1.6 |
|
Cahaba Wealth Management Inc
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GA | 1.6 |
|
Mosaic Family Wealth Partners LLC
✚
|
MO | 1.6 |
|
Aveo Capital Partners LLC
✚
|
CO | 1.6 |
|
Althum Advisors LLC
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|
FL | 1.6 |
|
Linden Thomas Advisory Services LLC
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|
NC | 1.6 |