KS
CFP
KS
CFP

Kevin Scott Seay

15 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
530 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable depending on circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7201 Glen Forest Drive, Suite 200, Richmond, VA, 23226-3759

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kanawha Capital Management, LLC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Suntrust Investment Services, INC.
October 2014 - July 2016 · 1 yr 9 mos
Suntrust Investment Services, INC.Broker
October 2014 - July 2016 · 1 yr 9 mos
Davenport & Company LLCBroker
November 2007 - April 2011 · 3 yrs 5 mos
Davenport & Company LLC
November 2007 - April 2011 · 3 yrs 5 mos
Morgan Stanley & CO., Incorporated
May 2007 - November 2007 · 6 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - November 2007 · 7 mos
Waddell & Reed, INC.Broker
January 2003 - July 2003 · 6 mos
State Registrations4 states
NHNYTXVA
Advisor
Exams
No exam information available for this advisor.
Kevin Scott Seay - Financial Advisor | TrueAdvisor