Kanawha Capital Management LLC
Kanawha Capital Management, LLC is a Richmond, Virginia-based investment adviser firm founded in 1989. The firm primarily provides discretionary and non-discretionary portfolio management for individuals (including high net worth individuals), as well as charitable organizations and pension plans. As of 2025, Kanawha manages over $1.5 billion in assets and employs around 10 professionals. The firm is majority owned by HighTower Holding LLC and serves a diverse array of U.S.-based clients.
Investment Strategy
Kanawha Capital Management offers customized asset management with an emphasis on discretionary portfolio management for equity, fixed income, and balanced portfolios. Investment strategies are designed to address each client's unique investment circumstances, objectives, time horizon, expectations, and risk tolerance, determined through frequent client communication. Clients may place restrictions on the firm’s investment authority. Portfolios are managed to diversify investments and align with clients' long-term goals. Kanawha also offers non-discretionary investment management, where clients retain decision authority based on the firm's recommendations.
Latest 13F Filing Activity
Kanawha Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 213 equity positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp., Oracle Corp., JPMorgan Chase & Co. among other positions. Kanawha Capital Management LLC reduced exposure to Aflac Inc., Apple Inc., Becton Dickinson & Co. among others.
Top Holdings
Equity Positions (213)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.63% | $102.9M | 206,806 | $45.86 | $497.41 | +$24.4M |
A AAPL | APPLE INC | 4.87% | $65.7M | 320,402 | $20.43 | $205.17 | -$6.3M |
O ORCL | ORACLE CORP | 3.27% | $44.0M | 201,466 | $40.63 | $218.63 | +$15.8M |
J JPM | JPMORGAN CHASE & CO. | 2.96% | $39.9M | 137,542 | $65.70 | $289.91 | +$5.9M |
L LOW | LOWES COS INC | 2.82% | $38.1M | 171,672 | $34.17 | $221.87 | -$2.3M |
Industry Allocation
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