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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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kendall Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kendall Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kendall Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Kendall Capital Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Kendall Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kendall Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Kendall Capital Management registered with the SEC?","answer":"Yes, Kendall Capital Management has been registered with the SEC as an investment adviser since 4 October 2013. 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