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).

By the Numbers
  • Total Assets Under Management
    480
    MILLION
  • Total Number of Accounts
    1,133
    ACCOUNTS
  • Average Account Value
    $423,253
Compensation Options
  • A percentage of assets under your management
  • 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, DE, FL, MD, NH, TX, VA

Financial Advisors at Kendall Capital Management
Showing 1 - 5 of 5 top financial advisors.
1
Clark A. Kendall
CRD#: 1144480
600 Jefferson Plaza, Suite 410, Rockville, MD 20852

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.

2
Brian G. Mattox
CRD#: 3025926
2000 Tower Oaks Boulevard, Suite 240, Rockville, MD 20852

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.

3
Carol L. Petrov
CRD#: 4438703
2000 Tower Oaks Boulevard, Suite 240, Rockville, MD 20852

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.

4
Jason M. Tkach
CRD#: 6432614
2000 Tower Oaks Boulevard, Suite 240, Rockville, MD 20852

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.

5
Zemin Zhu
CRD#: 6743280
2000 Tower Oaks Boulevard, Suite 240, Rockville, MD 20852

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.

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