Kennondale Capital Management

RIASEC RegisteredEst. 2025

Total AUM

$142M

Discretionary

$142M

100% of AUM

Avg account

$10.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Richmond, Virginia
CRD number: 299863
Registered since: April 25, 2025
Website: www.kennondale.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans40.48%
HNWI37.24%
Corporations / Businesses22.28%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kennondale Capital Management LLC is an SEC-registered advisory firm (registration year 2025) organized as an LLC. The firm charges fees as a percentage of assets under management and provides portfolio management services for individuals and small businesses as well as for businesses or institutional clients. Kennondale is not flagged as an active ESG investor, is not designated a multi-state adviser, and does not identify itself as a capital allocator or related adviser in its filing.