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KENDALL CAPITAL MANAGEMENT

CRD 134740 · SEC 801-78634

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2000 TOWER OAKS BOULEVARD, SUITE 240, ROCKVILLE, MD, 20852, United States

Phone

301-838-9110

Fax

301-838-9113

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$743.9M

Discretionary AUM

$743.9M

Team

12 total employees; 7 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals126$62.8M
High net worth individuals226$676.4M

States served

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

All web addresses on file

Official SEC filing: View on IAPD