# FONVILLE WEALTH MANAGEMENT LLC

FONVILLE WEALTH MANAGEMENT LLC of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 155221
- Type: SEC-registered investment adviser
- SEC file number: 801-114868
- Location: 8001 FRANKLIN FARMS DRIVE, RM 208, RICHMOND, VA, 23229
- Phone: (804) 729-5265
- Latest filing: 2026-05-13
- Regulatory AUM: $909.6M
- Discretionary AUM: $890.2M
- Non-discretionary AUM: $19.5M
- Clients: 12
- Accounts: 1,890

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Katherine Shelton Fonville | PARTNER  & FINANCIAL ADVISOR | — |
| Mark Rudd Fonville | PARTNER, PRESIDENT, TREASURER, & CEO | — |
| Matthew Patrick Brennan | PARTNER, VICE PRESIDENT, & CCO | — |
| Adam Kenneth Smith | PARTNER & SECRETARY | — |
| FONVILLE KATHERINE SHELTON | VICE PRESIDENT | — |
| FONVILLE MARK RUDD | PRESIDENT/CEO & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155221/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155221/similar
- Related entities: https://search.stillhousedata.com/firm/155221/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155221

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.