David Kenerson
David Kenerson is a CFA-designated registered investment advisor at Virginia Global Asset Management, LLC, based in Norfolk, VA, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 17 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees on accounts above $10 million are negotiable. Schedule shown is for new accounts as of 5/31/2025. For accounts under management prior to 5/31/2025: 1.00% on the first $1 million of assets, 0.75% on the next $2 million of assets, 0.50% on assets above $3 million. For charitable foundations and charitable trusts having no non-charitable beneficiary: 0.50% on all assets.
Fee Estimator
Location
409 Yarmouth Street, Norfolk, VA, 23510
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David serves on the boards and committees of several charities and foundations, including Edmarc Foundation, Norfolk State University Foundation, and The Samaritan House Foundation. These activities take about 10-20% of his time.
Employment History
Current Registrations
Virginia Global Asset Management, LLC
Previous Registrations
Virginia Global Asset Management, LLC
Virginia Global Asset Management, LLC
Virginia Global Asset Management, LLC
Capes Capital Management, INC.
State Registrations1 state
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