Kendall Capital Management

RIASEC Registered

Total AUM

$744M

Discretionary

$744M

100% of AUM

Avg account

$478K

Accounts

1,555

Employees

Advisory reps

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

FINTRX

Overview

Kendall Capital Management is an independent, corporation-structured registered investment adviser that has been SEC registered since 2013. The firm serves individual and family clients and operates under a mix of percentage-of-AUM and fixed-fee pricing. Its stated advisory activities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Kendall does not present itself as an active ESG investor. The ownership structure is a mix of a domestic entity and an individual, and the firm appears oriented toward delivering tailored portfolio management and planning to high-net-worth households and small institutional clients rather than acting as a capital allocator to managers.