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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- OptimaNorth ridge +more
- Established Date
- 05-06-2019
- Office Locations
- 1
Office Locations
About Kinloch Capital, LLC
Kinloch Capital is an independent, fiduciary, SEC-registered RIA providing investment management and sophisticated wealth planning. The firm follows an endowment-style investment approach and a family-office model aimed at affluent “millionaire next door” households. Boutique scale supports nimble adoption of new technology and resources. Portfolios are implemented primarily with ETFs, and the firm custodians with Schwab.
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Owner & Executives
PETER CARLYLE WALLS
Chief Compliance Officer, Founding Partner, Managing Member
- CRD
- #3035626
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JENNIFER LYNN BERDELL
Founding Partner
- CRD
- #2580436
David Budinger
--
- CRD
- #8037730
Ridge frontier
Wave eagle
- CRD
- #86705
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $301,100,787 | $427,093 |
| Non-Discretionary | $0 | -- |
| Total | $301,100,787 | $427,093 |
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Separately Managed Accounts
Total SMA Asset: $301,100,787
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $978,971,944 | 22.2% |
| Public Funds | $2,751,704,923 | 62.4% |
| Cash | $679,106,663 | 15.4% |
| Total | $4,409,783,530 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE CATALYST | HORIZON CREST | EPWCHCCDR | MBCD | 2.93% | $79,448,621 |
| NORTH HARBOR | RIDGE INSIGHT | QU1QHZ6P8 | SOUH | 7.70% | $36,594,333 |
| PEAK ELEMENT | ELEMENT FUSION | 3RC5SQQEA | WVA | 6.82% | $14,356,562 |
| CREST DELTA ZENITH | FUSION VALUE | 4UGSWNVLV | ZOT | 4.63% | $37,460,819 |
| OAK VITAL CATALYST | HARBOR PEAK | K1M41UVCS | MRNDB | 10.03% | $66,011,224 |
| PRIME HARBOR | QUANTUM CREST | WB75UBDEL | GGU | 2.65% | $65,053,163 |
| VERTEX EMBER | RADIAL MATRIX | DS37L3QD9 | AIF | 0.87% | $103,900,047 |
| OPTIMA EMBER PIONEER | OAK FRONTIER | TT1D8IX3S | HTXIG | 6.82% | $114,303,341 |