KANAWHA CAPITAL MANAGEMENT LLC

HTTP://WWW.KANCAP.COM RICHMOND, VA Investment Advisor How do I update this listing?

Kanawha Capital Management is based out of Richmond. Kanawha Capital Management is a large advisory firm with 396 clients and discretionary assets under management (AUM) of $838,385,564 (Form ADV from 2018-11-01). Their last reported 13F filing for Q3 2019 included $768,819,000 in managed 13F securities and a top 10 holdings concentration of 26.85%. Kanawha Capital Management's largest holding is Microsoft Corp. with shares held of 230,475. Kanawha Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 76 13F filings

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68

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $768.819 Million
  • Prior Market Value $746.784 Million
  • New Purchases6 stocks
  • Additional Purchases79 stocks
  • Sold out of5 stocks
  • Reduced holdings in66 stocks
  • Top 10 Holdings % 26.85 %
  • Turnover % [1]:6.11%
  • Turnover Alt % [2]: 1.63 %
  • Time Held Top20:23.40 quarters
  • Time Held Top10:20.50 quarters
  • Time Held All:35.95 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.76%
Performance Last 4 Quarters: 1.47%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR/A (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR/A (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR/A (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR/A (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR/A (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

KANAWHA CAPITAL MANAGEMENT, LLC
7201 GLEN FOREST DRIVE SUITE 200
RICHMOND VA    23226-3759
Country: United States

Business Phone: 804-359-3900
Fax: 804-359-2153
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 252,413,000
Total Number of Clients: 396
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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KANAWHA CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
WILLIFORD, RICHARD, SELFE CHIEF COMPLIANCE OFFICER/PRESIDENT 07/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KANAWHA CAPITAL MANAGEMENT INC MANAGING DIRECTOR direct 1991-07-01
KANAWHA CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/PRESIDENT direct 2007-07-01
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR/MANAGING MEMBER direct 2001-11-01 2006-12-19
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2001-11-01 2007-03-12
SINGLETON, CHRISTOPHER, JEROME CHIEF INVESTMENT OFFICER 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2004-01-01
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR/MANAGING MEMBER direct 2004-01-01
KANAWHA CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2007-07-01
GARNER, THOMAS, KIRBY MANAGING DIRECTOR 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR, MEMBER direct 2014-01-01
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2014-01-01
WT ACQUISITION, LLC OWNER 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
HARVEY INVESTMENT COMPANY, LLC OWNER direct 2017-05-01
KISSINGER FINANCIAL SERVICES, LLC OWNER direct 2017-05-01
SEAY, KEVIN, SCOTT MANAGING DIRECTOR 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2019-01-01
BERG, DANIEL, JEREMY DIRECTOR OF FINANCE 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
HIGHTOWER ADVISORS, LLC DIRECTOR, FINANCE direct 2018-05-01
WOODS, TIMOTHY, BERNARD PRINCIPAL 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
HIGHTOWER ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2012-06-01
HIGHTOWER ADVISORS, LLC COUNSEL direct 2013-04-01
HIGHTOWER NETWORK ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2013-04-01
HIGHTOWER HOLDING, LLC OWNER WT ACQUISITION, LLC 05/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARVEY INVESTMENT COMPANY, LLC OWNER indirect 2017-05-01
HIGHTOWER ADVISORS, LLC MEMBER direct 2008-07-01
HIGHTOWER NETWORK ADVISORS, LLC MEMBER direct 2013-04-01
HIGHTOWER NETWORK ADVISORS, LLC SHAREHOLDER indirect 2013-04-01
KISSINGER FINANCIAL SERVICES, LLC OWNER indirect 2017-05-01
THL EQUITY FUND VII INVESTORS (HT), LLC OWNER HIGHTOWER HOLDING, LLC 01/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HIGHTOWER ADVISORS, LLC 50% OWNER OF APPLICANT'S HOLDING COMPANY indirect 2018-01-01
DUNCKER, STREETT & CO., LLC OWNER indirect 2018-01-01

KANAWHA CAPITAL MANAGEMENT, LLC

ownership team - last updated 2017-09-11
Name Title Start Date Direct/Indirect % Ownership
PAGLIUCO, ROBERT, STEVEN EXECUTIVE VICE PRESIDENT AND TREASURER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HARVEY INVESTMENT COMPANY, LLC MANAGER direct 2017-06-01
DUNCKER, STREETT & CO., LLC EVP AND TREASURER direct 2017-06-01
DELTA ASSET MANAGEMENT, LLC EVP AND TREASURER direct 2017-06-01
KANAWHA CAPITAL MANAGEMENT, LLC EXECUTIVE VICE PRESIDENT AND TREASURER direct 2017-06-01
THE RIKOON GROUP, LLC EVP AND TREASURER direct 2017-07-01
WEALTHTRUST ARIZONA LLC EVP AND TREASURER direct 2017-06-01
WEALTHTRUST FAIRPORT, LLC EVP AND TREASURER direct 2008-05-01
HIGHTOWER ADVISORS, LLC CFO, MANAGER direct 2008-05-01
LEONETTI & ASSOCIATES, LLC EXECUTIVE VICE PRESIDENT AND TREASURER direct 2017-06-01
HIGHTOWER NETWORK ADVISORS, LLC CFO, MANAGER direct 2013-04-01
KISSINGER FINANCIAL SERVICES, LLC EVP AND TREASURER direct 2017-06-01
CORNE, ROBERT, JEFFERY VICE PRESIDENT AND SECRETARY 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WUNDERLICH SECURITIES, INC. CHIEF FINANCIAL OFFICER direct 2009-11-01
SANDERS MORRIS HARRIS LLC FINOP / VICE PRESIDENT direct 2016-05-01
SMH CAPITAL ADVISORS LLC VP AND SECRETARY direct 2016-05-01
HARVEY INVESTMENT COMPANY, LLC VICE PRESIDENT AND SECRETARY direct 2016-05-01
HOEFER & ARNETT CAPITAL MANAGEMENT, INC. TREASURER direct 2006-07-01
HOWE BARNES CAPITAL MANAGEMENT, INC. TREASURER direct 2005-06-01
DUNCKER, STREETT & CO., LLC VICE PRESIDENT AND SECRETARY direct 2016-05-01
MILLER-GREEN FINANCIAL SERVICES LLC VP AND SECRETARY direct 2016-05-01
DELTA ASSET MANAGEMENT, LLC VICE PRESIDENT AND SECRETARY direct 2016-05-01
KANAWHA CAPITAL MANAGEMENT, LLC VICE PRESIDENT AND SECRETARY direct 2016-05-01
THE RIKOON GROUP, LLC VICE PRESIDENT AND SECRETARY direct 2016-05-01
WEALTHTRUST ARIZONA LLC VICE PRESIDENT AND SECRETARY direct 2016-05-01
WEALTHTRUST FAIRPORT, LLC VICE PRESIDENT AND SECRETARY direct 2016-05-01
WEALTHTRUST AXIOM, LLC VICE PRESIDENT AND SECRETARY direct 2016-05-01
LEONETTI & ASSOCIATES, LLC VICE PRESIDENT AND SECRETARY AND BOARD OF MANAGERS direct 2016-05-01
KISSINGER FINANCIAL SERVICES, LLC VICE PRESIDENT AND SECRETARY direct 2016-07-01
GARNER, THOMAS, KIRBY MANAGING DIRECTOR 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR, MEMBER direct 2014-01-01
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2014-01-01
SINGLETON, CHRISTOPHER, JEROME CHIEF INVESTMENT OFFICER 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2004-01-01
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR/MANAGING MEMBER direct 2004-01-01
KANAWHA CAPITAL MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2007-07-01
WILLIFORD, RICHARD, SELFE CHIEF COMPLIANCE OFFICER/PRESIDENT 07/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KANAWHA CAPITAL MANAGEMENT INC MANAGING DIRECTOR direct 1991-07-01
KANAWHA CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/PRESIDENT direct 2007-07-01
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR/MANAGING MEMBER direct 2001-11-01 2006-12-19
KANAWHA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2001-11-01 2007-03-12

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