Peter Walls
Kinloch Capital · Glen Allen, Virginia
Peter Walls is a fee-only financial advisor at Kinloch Capital in Glen Allen, Virginia. Peter 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 TX, VA · CRD 3035626 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kinlochcapital.com |
| Profile |
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Questions about Peter
Is Peter Walls a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, Kinloch Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Walls based?
Peter Walls is based in Glen Allen, Virginia.
What does Peter specialize in?
Peter's specialties include real estate investors, tax planning, estate & legacy planning, small business owners and physicians & residents. Peter works with physicians, executives, founders and divorced individuals.
Is Peter Walls registered with the SEC?
Yes. Peter Walls is registered as an investment adviser representative in TX and VA (CRD 3035626), 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 Peter Walls?
Through Peter'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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