AdvisorCensus / Financial advisors / Virginia / Richmond / Kennondale Capital Management
Kennondale Capital Management
Filed as KENNONDALE CAPITAL MANAGEMENT · Legal name Kennondale Capital Management, LLC
Kennondale Capital Management is an SEC-registered investment advisory firm in Richmond, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.
Quick answers
From the filingHow is Kennondale Capital Management compensated?
On its Form ADV (Item 5.E, October 2026), Kennondale Capital Management reports these compensation arrangements: a percentage of assets under its management.
Where is Kennondale Capital Management located?
Kennondale Capital Management's principal office is in Richmond, VA, according to its Form ADV.
Is Kennondale Capital Management registered with the SEC or a state?
Kennondale Capital Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 299863.
How much does Kennondale Capital Management manage?
Kennondale Capital Management reports $141,919,614 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).
How have Kennondale Capital Management's assets and staff changed since 2025?
In the Form ADV data for Kennondale Capital Management: Regulatory assets under management: $100,403,208 in the October 2025 data and $141,919,614 in the October 2026 data, up 41%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
Which custodians does Kennondale Capital Management use?
Kennondale Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and U.S. Bancorp Investments, Inc. as custodians holding 10% or more of its separately managed account assets.
Does Kennondale Capital Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299863
Does Kennondale Capital Management state an account minimum?
Its Form ADV Part 2A brochure dated August 11, 2026 says: "The minimum account value required to open an account with Adviser is $1,000,000, subject to negotiation."
What changed in Kennondale Capital Management's recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in NC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum account value required to open an account with Adviser is $1,000,000, subject to negotiation.
As stated in the firm's Form ADV Part 2A brochure dated August 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$141,919,614 as of October 2026, filing dated September 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Kennondale Capital Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $141,919,614 | 3 | September 22, 2026 |
| October 2025 | $100,403,208 | 3 | July 23, 2025 |
Regulatory assets under management: $100,403,208 in the October 2025 data and $141,919,614 in the October 2026 data, up 41%.
Total employees: 3 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in NC.
- April 2026
- Regulatory assets under management went from $100,403,208 to $141,919,614 (+41%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Kennondale Capital Management (CRD 299863): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kennondale-capital-management-richmond-va-299863