Kendall Capital Management

More About Kendall Capital Management

Kendall Capital Management, founded in 2005 and located in Rockville, MD, is a fee-only Registered Investment Adviser firm. Clark Kendall, Founder and President, created Kendall Capital with the objective to strengthen and grow the wealth of the DC region's "Middle-Class Millionaires" while providing high quality financial advice and service. Over the past ten years, we have done just that by offering unbiased, fee-only wealth management while adhering to a Fiduciary Standard. Kendall Capital's fiduciary obligation is to serve the clients' best interest. As such, we do not accept any compensation based on product sales or commissions. Therefore, Kendall Capital has no inherent conflicts of interest, no loyalty toward particular investments and refers clients to other specialists in order to implement comprehensive financial planning which may include insurance, tax and legal services. The management fee paid by our clients is Kendall Capital's only source of revenue which allows them to provide unbiased advice. Our mission to "Middle-Class Millionaires" is to provide actionable advice to meet their needs and take advantage of the ever changing financial industry. Kendall Capital's clients are high-net worth individuals and families, Estates, Trusts, 401(k) pension plans, defined benefit plans and charitable organizations. We manage these advisory accounts on a discretionary basis. Additionally, as a Fiduciary Investment Advisor, Kendall Capital has the ability to help clients manage some of their largest assets their employer's retirement plans. While we may be limited by the investment choices offered by these plans, we will still research and design a portfolio, assist the client in determining how much to save to which type of plan and periodically rebalance the investments on their behalf.