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Fonville Wealth Management LLC

● SEC registered since 2019CRD 155221SEC# 801-114868Richmond, VA
Export (members)
Reg. AUM
$909.6M
Employees
12
Accounts
1,890
Location
Richmond, VA

Fonville Wealth Management LLC assets under management

Fonville Wealth Management LLC is an investment advisory firm registered with the SEC based in Richmond, VA. The firm has been registered since 2019. It reports $909.6 million in regulatory assets under management and employs 12 people.
www.facebook.com/covenantwealthadvisorsView on SEC.gov ↗

Fonville Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Adam Kenneth Smith ControlPartner & SecretaryUnder 5%2025
Katherine Shelton Fonville ControlPartner & Financial Advisor5-10%2018
Mark Rudd Fonville ControlPartner, President, Treasurer, & Ceo50-75%2018
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Frequently asked questions

How much does Fonville Wealth Management LLC manage?

Fonville Wealth Management LLC reports $909.6 million in regulatory assets under management on its Form ADV.

How many employees does Fonville Wealth Management LLC have?

Fonville Wealth Management LLC reports 12 employees.

Where is Fonville Wealth Management LLC located?

Fonville Wealth Management LLC is based in Richmond, VA and has been SEC-registered since 2019.

Does Fonville Wealth Management LLC disclose fund performance?

Fonville Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8001 Franklin Farms Drive, Rm 208, Richmond, VA 23229
Phone(804) 729-5265
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
CIK2008703
Discloses disciplinary historyNo

Regulatory AUM

$909.6M▲ 39%
Feb '25 — $653MMar '25 — $653MApr '25 — $653MMay '25 — $653MJun '25 — $653MJul '25 — $653MAug '25 — $653MSep '25 — $653MOct '25 — $653MNov '25 — $653MDec '25 — $653MJan '26 — $653MFeb '26 — $909.6MMar '26 — $909.6MApr '26 — $909.6MMay '26 — $909.6MJun '26 — $909.6M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$909.6Mregulatory AUM
Discretionary $890.2MNon-discretionary $19.5M