KENDALL CAPITAL MANAGEMENT
Firm details
- Headquarters
- ROCKVILLE, Maryland
- CRD number
- 134740
- Registered since
- October 4, 2013
- Website
- kendallcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.93%
- Individuals8.45%
- Charitable Organizations0.5%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Kendall Capital Management is an independent, SEC-registered registered investment adviser operating as a corporation since 2013. The firm serves individuals and families with a mix of financial planning and discretionary portfolio management for both personal and small-business clients, and it also provides pension consulting and portfolio services for institutional accounts. Its fees are charged as a percentage of AUM or as fixed fees. The firm is not positioned as a multi-state adviser or an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities43%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2BRIAN MATTOX
Chief Investment Officer, vice PresidentCRD 3025926
CLARK KENDALL
President, CEOCRD 1144480
Contacts
3 of 6Brendan Walsh
Investment Operations ManagerCRD 8180349
CAROL PETROV
Vice President, Senior Relationship ManagerCRD 4438703
Adam Platt
Relationship ManagerCRD 8154114
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$181M in ETFs
63%
$114M
37%
$66.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE SMALL-MID CAP ETF (TMSL) | T. Rowe Price | Active | Mid Cap Blend | $27.2M | 741,348 | 15.03% |
Location
ROCKVILLE, MD
MONTGOMERY
Location
ROCKVILLE, MD
Headquartered in ROCKVILLE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 2000 Tower Oaks Blvd
- Time zone
- ET (UTC-5)
- Office locations
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