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James D Pickert

Kanawha Capital Management, LLC

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About James D Pickert

James D Pickert is a financial advisor registered with Kanawha Capital Management, LLC, located in RICHMOND, VA. James D Pickert has been in the financial services industry since at least May 2014, and has been a registered Investment Advisor Representative since April 2023. James D Pickert is a Certified Financial Planner, and has passed the Series 66, Series 7 and SIE exams. James D Pickert specializes in providing portfolio management for individuals, financial planning, and portfolio management for businesses. The Kanawha Capital Management, LLC firm manages approximately $1 Billion to $10 Billion in assets for individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.

Firm Information

James Pickert is currently registered with Kanawha Capital Management, LLC. Kanawha Capital Management, LLC is an investment advisor headquartered in Richmond, VA, managing approximately $1 billion to $10 billion in assets. They offer a range of advisory services including financial planning, portfolio management for individuals and businesses. The firm serves a variety of clients, including high-net-worth individuals, corporations, charities, and pension plans.
Kanawha Capital Management, LLC

7201 GLEN FOREST DRIVE

RICHMOND, VA 23226-3759

$1.56B

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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James Pickert’s Registration & Firm History

VA

04/10/2023 - Present

Kanawha Capital Management, LLC (RICHMOND VA)

VA

05/19/2014 - 11/25/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 06/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2014

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James D Pickert.
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