David Budinger
Kinloch Capital · Glen Allen, Virginia
David Budinger is a fee-only financial advisor at Kinloch Capital in Glen Allen, Virginia. David focuses on real estate investors, tax planning and estate & legacy planning. Kinloch Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Executives
- Founders
- Divorced individuals
Facts
| Firm | Kinloch Capital |
|---|---|
| Based in | Glen Allen, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $301.1M across 705 accounts |
| SEC registration | Investment adviser representative in VA · CRD 8037730 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kinlochcapital.com |
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Questions about David
Is David Budinger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Kinloch Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Kinloch Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Budinger based?
David Budinger is based in Glen Allen, Virginia.
What does David specialize in?
David's specialties include real estate investors, tax planning, estate & legacy planning, small business owners and physicians & residents. David works with physicians, executives, founders and divorced individuals.
Is David Budinger registered with the SEC?
Yes. David Budinger is registered as an investment adviser representative in VA (CRD 8037730), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kinloch Capital manage?
Kinloch Capital reports $301.1M across 705 accounts in assets under management.
How do I contact David Budinger?
Through David's website, www.kinlochcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kinloch Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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