|
⚲
|
| Keyboard |
| Kennondale Capital Management LLC
✚
|
|
|---|---|
| CRD # | 299863 |
| SEC # | 801-132553 |
| CIK # | 0002055199 |
| AUM | 141.9 M (2026-03-24) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 804-350-3368 |
| Address | 6800 Paragon Place Richmond, VA 23230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Marathon Petroleum Corp | 4.8 | ||
| Delek US Holdings Inc | 4.5 | ||
| Career Education Corp | 4.2 | ||
| Warrior Met Coal Inc | 4.2 | ||
| Rocket Companies Inc | 3.8 | ||
| Tidewater Inc | 3.7 | ||
| Interactive Brokers Group Inc | 3.6 | ||
| Tengasco Inc | 3.4 | ||
| H&R Block Inc | 3.3 | ||
| Citigroup Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 52.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 57.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 31.6 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 141.9 |
| By Discretionary | ||
| Discretionary | 14 | 141.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 141.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.9 | |
| Total | 14 | 141.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055199] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
J L Perkins Wealth Management LLC
✚
|
GA | 142.2 M |
|
Heydorn Stone Capital Management LLC
✚
|
NY | 142.0 M |
|
Fortress Financial Solutions LLC
✚
|
AZ | 142.0 M |
|
Love Your Life LLC DBA Freedom Asset Management
✚
|
WA | 142.0 M |
|
Severin Investments LLC
✚
|
MO | 141.9 M |
|
Stock Management LLC
✚
|
141.8 M | |
|
October Wealth Advisors Inc
✚
|
AR | 141.6 M |
|
Equity Advisors of Kentucky Inc
✚
|
KY | 141.6 M |
|
Think Different Financial Planning LLC
✚
|
141.5 M | |
|
Clarity Investments Planning LLC
✚
|
NY | 141.5 M |