Kendall Capital Management

Overview

Kendall Capital Management is an SEC registered investment adviser based in Rockville, MD, registered since 2013. It reports $744M in assets under management across 1,555 accounts, with 12 employees. It has 7 investment adviser representatives.

Reported AUM

$744M

Discretionary

100%

Accounts

1,555

Average account

$478K

Employees

12

Advisory reps

7

Registered since

2013

Jurisdictions

12

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Clark Alan Kendall President, Chief Executive Officer CRD 1144480
• Brian Gibbon Mattox Chief Investment Officer, Chief Compliance Officer CRD 3025926
• Carol Larissa Petrov Vice President, Senior Relationship Manager CRD 4438703

1 more executive officer, with direct contact details

Advisory reps 3 of 7

• Clark Alan Kendall Investment Adviser Rep CRD 1144480
• Brian Gibbon Mattox Investment Adviser Rep CRD 3025926
• Carol Larissa Petrov Investment Adviser Rep CRD 4438703

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2000 Tower Oaks Blvd Ste 240
Rockville, MD 20852

County

Montgomery

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: kendallcapital.com

Every state, with registration dates

Similar firms near Rockville

• Innovation X AdvisorsRockville, MD$4.5B AUM
• Albion RiverRockville, MD$2.1B AUM
• Advisors Preferred LLCRockville, MD$1.7B AUM
• FSA Wealth PartnersRockville, MD$82M AUM
• Quantum Financial Advisors IncRockville, MD$558M AUM