Peter Carlyle Walls
Investment adviser representative at Kinloch Capital, LLC
17 yearsExperience
2 statesRegistered in
$301.1MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Kinloch Capital, LLCMay 2019 to now
- Bank of America, NADec 2009 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2009 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Kinloch Capital, LLC
$301.1MAssets managed
185Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3035626
- Firm CRD
- 300735