Jennifer Berdell
Kinloch Capital · Glen Allen, Virginia
Jennifer Berdell is a fee-only financial advisor at Kinloch Capital in Glen Allen, Virginia. Jennifer 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 2580436 |
| Exams passed | Series 63 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kinlochcapital.com |
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Questions about Jennifer
Is Jennifer Berdell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer 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 Jennifer charge for financial advice?
Jennifer's firm, Kinloch Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jennifer Berdell based?
Jennifer Berdell is based in Glen Allen, Virginia.
What does Jennifer specialize in?
Jennifer's specialties include real estate investors, tax planning, estate & legacy planning, small business owners and physicians & residents. Jennifer works with physicians, executives, founders and divorced individuals.
Is Jennifer Berdell registered with the SEC?
Yes. Jennifer Berdell is registered as an investment adviser representative in VA (CRD 2580436), 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 Jennifer Berdell?
Through Jennifer'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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