Fonville Wealth Management Llc
- Regulatory AUM
- $910M
- Discretionary
- $890M
- Clients
- 523
- Avg AUM / client
- $1.7M
- Accounts
- 1,890
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 242 | $123M | 13.5% |
| High net worth individuals | 280 | $784M | 86.1% |
| Pension and profit sharing plans | 1 | $3.3M | 0.37% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Katherine Shelton Fonville | Vice President | Oct 2010 (16y) | 75% or more | |
| Mark Rudd Fonville | President/Ceo & Chief Compliance Officer | CFP | Apr 2018 (8y) | 10% – 25% |
| Walter Scott Hurt | Registered representative | CFP | Feb 2020 (6y) | |
| Megan Weldon Waters | Registered representative | CFP | Nov 2021 (5y) | |
| Rosana Nguyen | Registered representative | Nov 2023 (3y) | ||
| Adam Kenneth Smith | Registered representative | CFP | Dec 2023 (3y) | |
| Matthew Patrick Brennan | Registered representative | CFP | Dec 2023 (3y) | |
| Aidan Banner | Registered representative | Jan 2025 (2y) | ||
| Andrew Nathan Casteel | Registered representative | CFP | Jan 2025 (2y) | |
| Anthony Mark Castaldi | Registered representative | Sep 2025 (1y) | ||
| Cameron Alex Malekuti | Registered representative | Feb 2026 (0y) | ||
| Eric Preston Scruggs | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $469M (52% of AUM) May 2026
- Charles Schwab & Co. $406M (45% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗