Kendall Capital Management

Kendall Capital Management (CRD# 134740) is a financial advisory firm headquartered in Rockville, MD. They manage $147,293,000 in 169 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $871,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, NH, VA

Financial Advisors at Kendall Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Clark A. Kendall
CRD#: 1144480
20 Courthouse Square, Suite 216, Rockville, MD 20850
96
Wealthminder
score

Clark Kendall (CRD# 1144480) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 33 years of experience in the finance industry. Clark Kendall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carol L. Petrov
CRD#: 4438703
600 Jefferson Plaza, Suite 410, Rockville, MD 20852
96
Wealthminder
score

Carol Petrov (CRD# 4438703) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 15 years of experience in the finance industry. Carol Petrov has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Paola S. Bruening
CRD#: 4695667
600 Jefferson Plaza, Suite 410, Rockville, MD 20852
93
Wealthminder
score

Paola Bruening (CRD# 4695667) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 13 years of experience in the finance industry.

4
Jason M. Tkach
CRD#: 6432614
600 Jefferson Plaza, Suite 410, Rockville, MD 20852
88
Wealthminder
score

Jason Tkach (CRD# 6432614) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has 1 year of experience in the finance industry.

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