CRD: 289012
Virginia Global Asset Management, LLC
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2018
- Office Locations
- 2
Office Locations
About Virginia Global Asset Management, LLC
Virginia Global Asset Management is an independent fiduciary RIA serving individuals, families, and institutions with holistic financial/retirement planning, investment management, trust & estate planning, and tax-efficient strategy coordination. The firm builds focused, research-driven portfolios with a long-term, value-oriented approach. Led by founder David R. Kenerson Jr. (JD, CFA); client accounts are custodied at Schwab/Vanguard and are primarily implemented with ETFs.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID RYDER KENERSON JR
Chief Compliance Officer, Owner, President
- CRD
- #2843405
- Ownership
- 75% or more
DAVID RYDER KENERSON III
Managing Partner
- CRD
- #5512387
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,270,780 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,270,780 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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