KANAWHA CAPITAL MANAGEMENT, LLC
Latest filing: Mar 26, 2025 (92 days ago)
AUM
$1,641,779,758
15% change vs. 1 year ago
16% change vs. 3 years ago
49% change vs. 5 years ago
109% change vs. 10 years ago
Employee Count
10
-9% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
-17% change vs. 10 years ago
Main Office
RICHMOND, VA
7201 GLEN FOREST DRIVE, RICHMOND, VA, UNITED STATES, 23226-3759
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.6 |
| Non-Discretionary | $0.0 |
| Total | $1.6 |
| Client | AUM |
|---|---|
| Retail | $1.6 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $1.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 157 | $0.1 |
| Average Individual AUM | $605,164 | |
| HNW | 361 | $1.5 |
| Average HNW AUM | $4,091,140 | |
| Retail Total | 518 | $1.6 |
| Average Retail AUM | $3,034,580 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $1.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.6 |
| Retail SMA AUM | $1.6 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 81% | $1.3 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 5% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | $164.8 | 145323 | |
| GRANT TANI BARASH & ALTMAN, LLC | $1.8 | 319128 | |
| MADISON AVENUE FINANCIAL SOLUTIONS, LLC | $1.6 | 307461 | |
| DELTA ASSET MANAGEMENT, LLC | $1.4 | 113688 | |
| HARVEY INVESTMENT COMPANY, LLC | $0.9 | 110482 | |
| WEALTHTRUST AXIOM, LLC | $0.8 | 145186 | |
| DUNCKER, STREETT & CO., LLC | $0.7 | 110828 | |
| THE RIKOON GROUP, LLC | $0.1 | 131435 | |
| HIGHTOWER TRUST COMPANY N.A. | $0.0 | trust company | - |
| HIGHTOWER SECURITIES, LLC | $0.0 | broker-dealer | 116681 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| WILLIFORD, RICHARD, SELFE | MANAGING DIRECTOR |
| SINGLETON, CHRISTOPHER, JEROME | CHIEF INVESTMENT OFFICER |
| GARNER, THOMAS, KIRBY | PRESIDENT |
| SEAY, KEVIN, SCOTT | CHIEF COMPLIANCE OFFICER |
| BERG, DANIEL, JEREMY | DIRECTOR OF FINANCE |
| BOYLE, JOHN, THOMAS | PRINCIPAL |
ADVDB.CO • SOURCE: SEC
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| KEVIN SEAY | RICHMOND | VA | S63|2003-06-19|S66|2014-10-10 | CERTIFIED FINANCIAL PLANNER | |||||
| THOMAS GARNER | RICHMOND | VA | S63|1998-10-28|S65|1998-11-18 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| CHRISTOPHER SINGLETON | RICHMOND | VA | S65|1996-02-22 | CHARTERED FINANCIAL ANALYST | |||||
| JAMES PICKERT | RICHMOND | VA | S66|2014-06-17 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.6 | $0.0 | 0% | 10 | 0 | 0% |
| 2025-04-21 | $1.6 | $0.0 | 0% | 10 | 0 | 0% |
| 2024-04-02 | $1.4 | $0.2 | 15% | 11 | -1 | -9% |
| 2023-04-04 | $1.3 | $0.4 | 28% | 10 | 0 | 0% |
| 2022-04-01 | $1.4 | $0.2 | 16% | 10 | 0 | 0% |
| 2021-04-05 | $1.2 | $0.4 | 34% | 10 | 0 | 0% |
| 2020-04-01 | $1.1 | $0.5 | 49% | 10 | 0 | 0% |
| 2019-04-01 | $0.9 | $0.8 | 86% | 10 | 0 | 0% |
| 2018-04-02 | $0.9 | $0.7 | 75% | 11 | -1 | -9% |
| 2017-04-01 | $0.8 | $0.8 | 96% | 12 | -2 | -17% |
| 2016-04-01 | $0.8 | $0.9 | 113% | 12 | -2 | -17% |
| 2015-04-01 | $0.8 | $0.9 | 109% | 12 | -2 | -17% |
| 2014-04-01 | $0.7 | $0.9 | 122% | 12 | -2 | -17% |
| 2013-04-01 | $0.6 | $1.1 | 179% | 12 | -2 | -17% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| VA, DC-12/24/2001, FL-12/01/2014, GA-11/15/2001, LA-04/26/2021, MD-08/02/2017, ME-09/11/2017, NC-11/15/2001, NH-03/25/2021, NJ-04/12/2023, NY-03/25/2021, PA-11/15/2001, SC-11/15/2001, TX-12/18/2001, VA-01/09/2002 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV