Clark Kendall has been President & CEO of Kendall Capital Management since March 2018, is a control person of the firm and directly owns between 10% and 25% of it. Clark Kendall holds a BBA in Finance and Economics from James Madison University.
Kendall Capital Management is a Rockville, MD firm with $744M under management, 352 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Clark Kendall is President and CEO of Kendall Capital, based in Rockville, Maryland. He founded Kendall Capital in 2005 and has more than 35 years of investment management and wealth management experience. Before founding the firm, he was chief investment officer at Potomac Asset Management, and he also served in various roles at Pell Rudman Trust Company, Sandy Spring Bank, and the Royal Bank of Canada.
Clark Kendall’s longest registration is the current one, 21 years at Kendall Capital Management since 2005. Before joining Kendall Capital Management in 2005, Clark Kendall was registered through Potomac Asset Management Co Inc.
- Kendall Capital ManagementCurrent– present · 21 yearsRockville, MD · Adviser representative · Firm CRD 134740
- Potomac Asset Management Co Inc– · 4 yearsBethesda, MD · Adviser representative · Firm CRD 105730
Professional designations
Listed by Kendall Capital Management
- Chartered Financial Analyst® (CFA®)
- Accredited Estate Planner® (AEP®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Clark Kendall is registered as an investment adviser representative in 3 states. The first approvals date from March 2005; the most recent is South Carolina, in August 2025.
- MarylandSince 25 March 2005
- South CarolinaSince 13 August 2025
- TexasSince 5 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 30 August 1983 |
| Series 7 | General Securities Representative Examination | 20 August 1983 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Clark Alan Kendall
- CRD
- 1144480
- Firm
- Kendall Capital Management · CRD 134740
- Role
- President & CEO
- Office
- 2000 TOWER OAKS BOULEVARD, SUITE 240, Rockville, MD 20852
- Registration
- Investment adviser registration
- In the industry since
- December 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kendallcapital.com
Where does Clark Kendall work?
Clark Kendall has been President & CEO of Kendall Capital Management since March 2018, and is a control person of the firm.
Is Clark Kendall a financial advisor?
Yes. Clark Kendall has a current investment-adviser registration in Maryland, South Carolina and Texas, through Kendall Capital Management since March 2005.
How many years of experience does Clark Kendall have?
Clark Kendall has 25 years in the financial industry, since December 2000, across 2 adviser firms.
What exams has Clark Kendall passed?
Clark Kendall has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1983.
Where is Clark Kendall based?
Clark Kendall’s registered office is in Rockville, MD.
Is Clark Kendall registered with FINRA?
No. Clark Kendall has no current broker registration.
Is Clark Kendall a CFP?
Kendall Capital Management lists Clark Kendall with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Clark Kendall a CFA charterholder?
Kendall Capital Management lists Clark Kendall with the CFA credential (“Chartered Financial Analyst® (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Clark Kendall’s record?
Search CRD 1144480 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clark Kendall’s full registration record.
