SourcingSourcing

KANAWHA CAPITAL MANAGEMENT, LLC

C35
CRD 118458·SEC 801-60800·RICHMOND, VA
AUM
$1.84B
$1B+
Est. Revenue
$18.4M
@ 1% on AUM
Est. EBITDA
$5.5M
@ 30% margin
Est. Deal Value
$44.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KANAWHA CAPITAL MANAGEMENT, LLC
CRD
118458
SEC file #
801-60800
EIN
542057740
DBA names
—

Economics

AUM
$1.84B
AUM band
$1B+
AUM trajectory
'20'26
$883.9M → $1.84B▲ +108%
Client mix
Individuals High Net Worth407
Individuals Other153
Charitable Organizations10
Pension Profit Sharing Plans1
Corporations1

Operations

Employees (total)
11
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
RICHMOND VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/13/2026
ADV-W filed at
—
Website
kancap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WT ACQUISITION, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
WT ACQUISITION, LLC
GARNER, THOMAS, KIRBY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KANCAP.COM
Rdap Domain Creation Date
2005-09-26T15:21:01Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001164478
Edgar Registered
Yes
Edgar Filing Count
104
Edgar First Filing Date
2002-02-08
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
102
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001164478-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
7201 GLEN FOREST DRIVESUITE 200RICHMOND, VA 23226-3759
Business
7201 GLEN FOREST DRIVESUITE 200RICHMOND, VA 23226-3759
Edgar EIN
542057740
Edgar Recent Filings
13F-HR2026-04-28 · 0001164478-26-000002
13F-HR2026-01-28 · 0001164478-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-26T15:21:01Z
Rdap Domain Last Changed
2022-09-29T14:41:54Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
THOMAS KIRBY GARNER
Executive Officer · 2.5%
3113321
KEVIN SCOTT SEAY
Executive Officer · 2.5%
4506355
CHRISTOPHER JEROME SINGLETON
Executive Officer · 2.5%
2719263