Kanawha Capital Management has been in business since 1989, offering investment management services primarily through discretionary asset management. Kanawha builds and manages portfolios using stocks, fixed income securities like bonds, and balanced allocations tailored to each client's specific goals, risk tolerance, and time horizon. The firm also offers non-discretionary investment management where clients retain final decision-making authority over trades. Kanawha's investment strategy incorporates fundamental analysis, technical analysis, and cyclical analysis, alongside long-term and short-term purchasing approaches. In certain situations, the firm may utilize options strategies for risk management or income generation. Kanawha works with individual clients, trusts, estates, pension plans, charitable organizations, and corporations. While the firm typically maintains a $1,000,000 account minimum, this requirement can be waived under certain circumstances. Kanawha operates as a registered investment advisor and is a subsidiary of HighTower Holding, LLC.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on account composition, complexity, and family relationships. Employees and their family accounts may receive reduced or waived fees.