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 investment adviser that began registration in 2013. The firm operates as a corporation owned by a domestic entity and individual interests and concentrates on serving individual and family clients. Its fee model mixes asset‑based fees and fixed fees. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Kendall does not present itself as a capital allocator and is not positioned as an active ESG 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 2
Brian Mattox
Chief Investment Officer, vice PresidentCRD 3025926
Clark Kendall
President, CEOCRD 1144480
Contacts
3 of 6
Brendan 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 59Active vs passive
$218M in ETFs
52%
$113M
48%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE SMALL-MID CAP ETF (TMSL) | T. Rowe Price | Active | Mid Cap Blend | $33.7M | 768,122 | 15.43% |
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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