FONVILLE WEALTH MANAGEMENT LLC

COVENANT WEALTH ADVISORS

RICHMOND, Virginia·2 registered advisors·CRD# 155221

SEC# 801-1148682(804) 729-5265

01

Firm Overview

AUM

$496M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at FONVILLE WEALTH MANAGEMENT LLC

2 registered advisors

Katherine Shelton Fonville

RICHMOND, Virginia

Mark Rudd Fonville

RICHMOND, Virginia

05

Office Locations

RICHMOND, Virginia

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Data sourced from SEC Form ADV filings. FONVILLE WEALTH MANAGEMENT LLC (CRD# 155221) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.