Bailey M. Thornton

KINLOCH CAPITAL

Glen Allen, VA 23060

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CRD#: 6608094

Professional summary

Bailey Marget Thornton, CFP®, who also goes by Bailey Terhaar Marget, Bailey Marget, is a registered financial advisor currently at KINLOCH CAPITAL, LLC located in Glen Allen, Virginia.

Bailey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bailey has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bailey Terhaar Marget | Bailey Marget

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bailey Marget Thornton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 6, 2023 - Present

KINLOCH CAPITAL, LLC

Office #1: 4801 Cox Road Suite 200, Glen Allen, VA 23060

RIA

CRD#: 300735

Glen Allen, VA

Past

September 12, 2018 - January 3, 2023

DAVENPORT & COMPANY LLC

RIA

CRD#: 1588

RICHMOND, VA

Past

April 24, 2018 - January 3, 2023

DAVENPORT & COMPANY LLC

CRD#: 1588

RICHMOND, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KINLOCH CAPITAL, LLC

CRD#: 300735 / SEC#: 801-115239

RIA

Registered Investment Advisory firm - (5/6/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/10/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2018

General Securities Representative Examination

Current Firm

KINLOCH CAPITAL, LLC

CRD#: 300735 / SEC#: 801-115239

RIA

Registered Investment Advisory firm - (5/6/2019 Approved)

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Contact information

Main Address

4801 Cox Road Suite 200, Glen Allen, VA 23060

Mailing Address

Phone number

(804) 956-4550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 KINLOCH FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	586
AUM (Assets Under Management)	$ 252,438,765

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bailey M. Thornton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bailey Marget Thornton's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINLOCH CAPITAL, LLC

DAVENPORT & COMPANY LLC

DAVENPORT & COMPANY LLC

Primary Firm SEC Registration

KINLOCH CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/24/2018

Current Firm

KINLOCH CAPITAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINLOCH CAPITAL, LLC

TRUST BUT VERIFY

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