David Budinger
Investment adviser representative at Kinloch Capital, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Kinloch Capital, LLCJan 2025 to now
- Enduring Improvements, LLCMar 2020 to Jan 2025
- Bon Secours Medical GroupSep 2015 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 8037730
- Firm CRD
- 300735