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KENNONDALE CAPITAL MANAGEMENT

RICHMOND, VA · CRD 299863 · IAPD ↗ · kennondale.com · (804) 350-3368

$141.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — KENNONDALE CAPITAL MANAGEMENT notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — KENNONDALE CAPITAL MANAGEMENT reported RAUM up 41% ($100.4M -> $141.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2025 — KENNONDALE CAPITAL MANAGEMENT notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — KENNONDALE CAPITAL MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
July 2025 — KENNONDALE CAPITAL MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
May 2025 — KENNONDALE CAPITAL MANAGEMENT (RICHMOND, VA) is newly SEC-registered with $100.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.