Kendall Capital Management
Kendall Capital Management is an SEC-registered wealth manager in Rockville, MD with $743.9M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Kendall Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134740, SEC 801-78634, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $743.9M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Rockville, MD
- Employees
- 12
- Clients
- 352
- CRD
- 134740
- Ownership
- KENDALL, CLARK, ALAN; SAENZ, PAOLA; PETROV, CAROL, LARISSA; TKACH, JASON, MICHAEL; MATTOX, BRIAN, GIBBON
How much AUM does Kendall Capital Management have?
Kendall Capital Management reported $743.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Kendall Capital Management?
Disclosed owners and executives of Kendall Capital Management include KENDALL, CLARK, ALAN, SAENZ, PAOLA, PETROV, CAROL, LARISSA, TKACH, JASON, MICHAEL, MATTOX, BRIAN, GIBBON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.