Data / Investment advisers / Virginia / Kennondale Capital Management
Kennondale Capital Management, Richmond, VA: $142 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kennondale Capital Management is an SEC registered investment adviser with its main office in Richmond, Virginia and reports $142 million in regulatory assets under management in its Form ADV filed September 22, 2026. Its clients include pension and profit sharing plans, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Kennondale Capital Management (CRD number 299863): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 299863
- SEC file number
- 801-132553
- SEC status
- Approved, effective April 25, 2025
- Legal name
- Kennondale Capital Management, LLC
- Main office
- 6800 Paragon Place Suite 201, Richmond, VA 23230
- Phone
- (804) 350-3368
- Website
- kennondale.com
- Regulatory AUM
- $141,919,614 in the Form ADV filed September 22, 2026
- Discretionary AUM
- $141,919,614
- Accounts
- 14
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | Fewer than 5 | $57.4 million |
| High net worth individuals | Fewer than 5 | $52.9 million |
| Corporations or other businesses | Fewer than 5 | $31.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $141.9 million | March 24, 2026 |
| December 1, 2025 | $100.4 million | July 23, 2025 |
Other advisers in Richmond
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alpha Advisors, LLC | Richmond | $256.1 million | Not listed | adviserinfo.sec.gov |
| Thompson Davis Asset Management | Richmond | $211.3 million | 1 | adviserinfo.sec.gov |
| Sima Wealth Partners, LLC | Richmond | $156.7 million | Not listed | adviserinfo.sec.gov |
| Spark Financial Advisors | Richmond | $147.1 million | Not listed | adviserinfo.sec.gov |
| West Tower Group, LLC | Richmond | $146.2 million | 2 | adviserinfo.sec.gov |
| Tone Capital, LLC | Richmond | $118.3 million | Not listed | adviserinfo.sec.gov |
| Ascent Financial Group | Richmond | $100.8 million | Not listed | adviserinfo.sec.gov |
| Hunter Michael Investment Advisors Inc | Richmond | $81.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Richmond, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Kennondale Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.