|
⚲
|
| Kanawha Capital Management LLC
✚
|
|
|---|---|
| CRD # | 118458 |
| SEC # | 801-60800 |
| CIK # | 0001164478 |
| AUM | $1.8 B (2026-04-13) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 804-359-3900 |
| Address | 7201 Glen Forest Drive Richmond, VA 23226-3759 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| 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) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 83.1 |
| (b) Individuals (high net worth individuals) | 407 | 1,684.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 11.9 |
| (h) Charitable organizations | 10 | 36.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 23.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,484 | 1,839.6 |
| By Discretionary | ||
| Discretionary | 1,467 | 1,808.8 |
| Non-Discretionary | 17 | 30.9 |
| Total | 1,484 | 1,839.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,839.6 | |
| Total | 1,484 | 1,839.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001164478] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ashton Thomas Securities LLC
✚
|
NY | 1.9 |
|
Colonial Trust Advisors Inc
✚
|
SC | 1.9 |
|
TIDE Cycle Resources LLC
✚
|
NH | 1.9 |
|
Rockbridge Investment Management LLC
✚
|
NY | 1.8 |
|
Azzad Asset Management Inc
✚
|
VA | 1.8 |
|
A&M Private Wealth Partners LLC
✚
|
FL | 1.8 |
|
Aristotle Capital Boston LLC
✚
|
MA | 1.8 |
|
Berman McAleer LLC
✚
|
MD | 1.8 |
|
Heitman Real Estate Securities LLC
✚
|
IL | 1.8 |
|
Strategic Investment Advisors LLC
✚
|
MI | 1.8 |