Kendall Capital Management
Kendall Capital Management (CRD# 134740) is a financial advisory firm headquartered in Rockville, MD. They manage $479,545,821 in 1,133 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management480MILLION
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Total Number of Accounts1,133ACCOUNTS
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Average Account Value$423,253
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
DC, DE, FL, MD, NH, TX, VA
Clark Kendall (CRD# 1144480) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 38 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.
Brian Mattox (CRD# 3025926) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 19 years of experience in the finance industry.
Carol Petrov (CRD# 4438703) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 20 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.
Jason Tkach (CRD# 6432614) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 7 years of experience in the finance industry.
Zemin Zhu (CRD# 6743280) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 5 years of experience in the finance industry.