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David Budinger

Kinloch Capital, LLC

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About David Budinger

David Budinger is an investment advisor representative associated with Kinloch Capital, LLC. David is registered with the state of Virginia. The advisor has been in the industry since 2010. David has passed the Series 65 exam and is specializing in Financial Planning, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles.

Firm Information

David Budinger 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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David Budinger’s Registration & Firm History

VA

01/29/2025 - Present

Kinloch Capital, LLC (GLEN ALLEN VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Budinger.
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