Kendall Capital Management

Kendall Capital Management (CRD# 134740) is a financial advisory firm headquartered in Rockville, MD. They manage $519,787,468 in 1,440 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
2000 Tower Oaks Boulevard, Suite 240, Rockville, MD 20852
https://www.youtube.com/channel/uctzuzniazaxsuixbvbvm45q
By the Numbers
  • Total Assets Under Management
    520
    MILLION
  • Total Number of Accounts
    1,440
    ACCOUNTS
  • Average Account Value
    $360,964
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
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, MD, NC, NH, NJ, SC, TX, VA

Financial Advisors at Kendall Capital Management
Showing 1 - 7 of 7 top financial advisors.
1
Clark Kendall, financial advisor Rockville MD
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 40 years of experience in the finance industry.

2
Brian Mattox, financial advisor Rockville MD
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 21 years of experience in the finance industry.

3
Carol Petrov, financial advisor Rockville MD
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 22 years of experience in the finance industry.

4
Jason Tkach, financial advisor Rockville MD
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 9 years of experience in the finance industry.

5
James Walker, financial advisor Rockville MD
James D. Walker
CRD#: 3020966
2000 Tower Oaks Boulevard, Suite 240, Rockville, MD 20852

James Walker (CRD# 3020966) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 11 years of experience in the finance industry.

6
Zemin Zhu, financial advisor Rockville MD
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 7 years of experience in the finance industry.

7
Justin Wunder, financial advisor Rockville MD
Justin M. Wunder
CRD#: 7750226
2000 Tower Oaks Boulevard, Suite 240, Rockville, MD 20852

Justin Wunder (CRD# 7750226) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals