Kinloch Capital, LLC

Kinloch Capital, LLC, established in May 2019, is an independent and unbiased financial advisor firm owned by Peter Walls. As a fiduciary, the firm prioritizes client interests and offers asset management services on a discretionary basis. Clients' investment accounts are managed based on individual guidelines determined through a financial planning process. Kinloch Capital utilizes a combination of value-based long-term buy and hold strategies and dynamic strategies using technical analysis for portfolio adjustments. The firm may provide investment management services on a non-discretionary basis in limited circumstances. Kinloch Capital does not offer a wrap fee program but provides financial planning services on an hourly basis, not exceeding $250 per hour. The firm's asset management fees range from 0.35% to 2.0% annually based on the portfolio value. Clients' accounts are held at Schwab, a qualified custodian, and Kinloch Capital recommends Schwab for custody services. The firm's investment strategies include Deep Blue, Sector Rotation, and Tactical Balanced, focusing on long-term growth and income-oriented approaches. Kinloch Capital discloses potential risks associated with investments, such as political, market, currency, and regulatory risks, among others. The firm does not charge performance-based fees and has no disciplinary items to report. Clients receive regular account reviews and statements directly from Schwab.