Kendall Capital Management
● SEC registered since 2013CRD 134740SEC# 801-78634Rockville, MD
Reg. AUM
$743.9M
Employees
12
Accounts
1,555
Location
Rockville, MD
Kendall Capital Management assets under management
Kendall Capital Management is an SEC-registered investment adviser based in Rockville, MD. The firm has been registered since 2013. It reports $743.9 million in regulatory assets under management and employs 12 people.
Kendall Capital Management owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Gibbon Mattox Control | Chief Investment Officer & Chief Compliance Officer | Under 5% | 2021 |
| Carol Larissa Petrov Control | Vice President & Senior Relationship Manager | Under 5% | 2018 |
| Clark Alan Kendall Control | President & Ceo | 10-25% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Kendall Capital Management manage?
Kendall Capital Management reports $743.9 million in regulatory assets under management on its Form ADV.
How many employees does Kendall Capital Management have?
Kendall Capital Management reports 12 employees.
Where is Kendall Capital Management located?
Kendall Capital Management is based in Rockville, MD and has been SEC-registered since 2013.
Does Kendall Capital Management disclose fund performance?
Kendall Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 Tower Oaks Boulevard, Suite 240, Rockville, MD 20852 |
| Phone | 301-838-9110 |
| Fax | 301-838-9113 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1731372 |
| Discloses disciplinary history | No |
Regulatory AUM
$743.9M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$743.9Mregulatory AUM
Discretionary $743.9M