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Bailey Marget Thornton

Kinloch Capital, LLC

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About Bailey Marget Thornton

Bailey Marget Thornton is a financial advisor at Kinloch Capital, LLC in Glen Allen, VA. Bailey has been in the industry since April 2018 and has a Series 7, Series 66, and SIE license. Bailey holds a Certified Financial Planner designation and specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Prior to joining Kinloch Capital, Bailey was an advisor at Davenport & Company LLC. Bailey has experience in the financial services industry and is committed to helping clients achieve their financial goals.

Firm Information

Bailey Thornton is currently registered with Kinloch Capital, LLC. Kinloch Capital, LLC is a registered investment advisor located in Glen Allen, VA. They provide financial planning and portfolio management services to individuals, pooled investment vehicles, and high-net-worth individuals. They also manage assets for corporations, charitable organizations, and individuals other than high-net-worth. Kinloch Capital has approximately $218,889,819 in regulatory assets under management.
Kinloch Capital, LLC

4801 COX ROAD

GLEN ALLEN, VA 23060

$218.89M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bailey Thornton’s Registration & Firm History

VA

01/06/2023 - Present

Kinloch Capital, LLC (GLEN ALLEN VA)

VA

04/24/2018 - 01/03/2023

DAVENPORT & COMPANY LLC (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 09/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bailey Marget Thornton.
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