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Matthew Nicholson-Lewis

Investment Adviser Representative at Kennondale Capital Management

Richmond, VACRD #7962285Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Nicholson-Lewis is an investment adviser representative with Kennondale Capital Management in Richmond, VA, where they have been registered since 2024, the year they entered the securities industry. They are registered to provide investment advice in Virginia.

Office

6800 Paragon Place, Suite 201
Richmond, VA 23230

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Kennondale Capital ManagementCurrent
8/6/2024 – Richmond, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. The Brink's Company
    Apr 2023 – Aug 2024Richmond, VA
  2. Kennondale Capital Management
    Aug 2024 – no end date reportedRaleigh, NC
  3. EY
    Sep 2015 – Oct 2017New York, NY
  4. EY
    Oct 2017 – Oct 2020New York, NY
  5. EY
    Oct 2020 – Feb 2023Raleigh, NC

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Kennondale Capital Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$1,000,000 (waivable)
Estimated blended rate
0.01
Firm's annual rate schedule by assets
  • Large Cap Value - First $10M0.80%
  • Large Cap Value - Next $15M0.70%
  • Large Cap Value - Above $25M0.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Kennondale manages long-term value equity portfolios, including Small Cap Value and Large Cap Value strategies, using fundamental analysis, intrinsic value calculations, and a long-term investment process.

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Value EquitySmall Cap ValueLarge Cap ValueFundamental AnalysisIntrinsic ValueHigh ConvictionLong-term InvestingGIPS CompliantRegistered Investment Adviser

Client types the firm serves

High Net WorthPension/Profit SharingCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Richmond, VA
SEC file number:
801-132553

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 22, 2026

View full firm profile

Other advisors at Kennondale Capital Management

2 other advisors in the directory

View Kennondale Capital Management firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Nicholson-Lewis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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