Kendall Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Kendall Capital Management reports 352 clients. They include 226 high-net-worth individuals and 126 individual clients. Of its assets, 100.0% ($744M across 1,555 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 36% | 8% |
| High-net-worth individuals | 64% | 91% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 126 | $62.8M | 8.4% | $499K |
| High-net-worth individuals | 226 | $676M | 90.9% | $2.99M |
| Pension and profit-sharing plans | Fewer than 5 | $897K | 0.1% | — |
| Charitable organizations | Fewer than 5 | $3.72M | 0.5% | — |
| Total | 352 | $744M | 100% | — |
- Clients
- 126
- Regulatory AUM
- $62.8M
- AUM share
- 8.4%
- Avg. per client
- $499K
- Clients
- 226
- Regulatory AUM
- $676M
- AUM share
- 90.9%
- Avg. per client
- $2.99M
- Clients
- Fewer than 5
- Regulatory AUM
- $897K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.72M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 352
- Regulatory AUM
- $744M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Kendall Capital Management charges 0.50%–1.00% a year for its Individual Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $5,000 annual minimum and requires an account of at least $500,000.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.80% |
| $5M–$10M | 0.65% |
| $10M and above | 0.50% |
Fee details and sources
Kendall Family Trust owns 75% or more of Kendall Capital Management. The leadership team of Kendall Capital Management includes President Clark Kendall and Chief Investment Officer Brian Mattox. It has 12 employees, 7 of them in advisory roles.
Leadership
Clark KendallPresident & CEO
Carol PetrovVice President & Senior Relationship Manager
Brian MattoxChief Investment Officer & Chief Compliance Officer
Jason TkachSenior Portfolio Manager
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 12 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Kendall Capital Management
Kendall Family Trust
Control person · since January 2022
Diane Kendall
Trustee of the kendall family trust · Control person · since January 2022
- Owns 10% to 25% of Kendall Capital Management
Clark Kendall
Control person · since March 2018
Kendall Capital Management’s regulatory assets grew 2.1× from $358M (June 2021) to $744M (March 2026); clients rose from 244 to 352 and employees from 8 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $744M | 352 | 12 | 2 |
| March 2025 | $604M | 324 | 10 | 2 |
| March 2024 | $520M | 316 | 9 | 1 |
| March 2023 | $419M | 283 | 8 | 1 |
| July 2022 | $480M | 265 | 8 | 1 |
| June 2021 | $358M | 244 | 8 | 1 |
Besides its headquarters, Kendall Capital Management has 1 office, with 2 listed addresses in Maryland and South Carolina.
Maryland · 1 listed address
- 2000 Tower Oaks Boulevard, Suite 240, RockvilleHQ
South Carolina · 1 listed address
- 220 North Main Street, Greenville
Contact and registration details
- Legal name
- Kendall Capital Management
- Headquarters
- 2000 Tower Oaks Boulevard, Suite 240, Rockville, MD 20852
- Website
- kendallcapital.com
- Phone
- 301-838-9110
- @1251377
- SEC file
- 801-78634
- Founded
- 2005
- Structure
- Maryland corporation
- Fiscal year end
- December
Kendall Capital Management uses Charles Schwab ($679M) as custodian for its separately managed accounts. Kendall Capital Management has custody of $64.8M in client assets for 78 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $679M100%
At year end, Kendall Capital Management’s separately managed accounts were mostly in funds (54%) and stocks (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $600M across 236 positions; the largest are T. Rowe Price Small-mid Cap ETF (5.6%), JPMORGAN International Research Enhanced Equity ETF (4.8%) and Fidelity Enhanced Mid Cap ETF (4.5%).
What the accounts hold
- Stocks43%
- Funds54%
- Cash3%
Reported 13F holdings
- $600M
- Reported 13F value
- 236
- Positions
- 35.0%
- In the 10 largest
- +23.0%
- Value vs. prior quarter
- T. Rowe Price Small-mid Cap ETF · Small Mid Cap5.6%
- JPMORGAN International Research Enhanced Equity ETF · Intrnl Res EQT4.8%
- Fidelity Enhanced Mid Cap ETF · Enh Mid Cor ETF4.5%
- Dell Technologies Inc. · CL C4.3%
- Broadcom Inc.2.9%
- Vanguard Growth Index Fund ETF · Growth ETF2.8%
- KLA Corp.2.7%
- Avnet Inc.2.6%
- Vanguard Emerging Markets Stock ETF · FTSE Emr Mkt ETF2.4%
- JPMORGAN Ultra-short Income ETF · Ultra Shrt ETF2.3%
Together, the ten largest are 35.0% of reported value.
How many clients does Kendall Capital Management have?
Kendall Capital Management has 352 clients and manages $744 million for them, as of March 2026. They include 226 high-net-worth individuals and 126 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Kendall Capital Management offer?
Kendall Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kendall Capital Management charge?
Kendall Capital Management charges 0.50%–1.00% a year for its Individual Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $5,000 annual minimum and requires an account of at least $500,000.
Source: ADV PART 2, filed 25 March 2026
Which custodians does Kendall Capital Management use?
Kendall Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $679M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Kendall Capital Management have?
Kendall Capital Management has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kendall Capital Management invest in?
At the end of its last fiscal year, Kendall Capital Management’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 43% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Kendall Capital Management have a minimum investment?
Yes, Kendall Capital Management’s minimum account size for its Individual Portfolio Management Fees is $500K. It charges a $5K annual minimum fee.
Source: ADV PART 2, filed 25 March 2026
Who owns Kendall Capital Management?
Kendall Capital Management’s direct owners are Clark Kendall (10% to 25%) and Kendall Family Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Kendall Capital Management get paid?
Kendall Capital Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Kendall Capital Management registered with the SEC?
Yes, Kendall Capital Management has been registered with the SEC as an investment adviser since 4 October 2013. Its CRD number is 134740 and its SEC file number is 801-78634.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Kendall Capital Management?
Kendall Capital Management’s main office is at 2000 Tower Oaks Boulevard, Suite 240, Rockville, MD 20852. Its phone number is 301-838-9110. Its website is kendallcapital.com.