Kendall Capital Management, Inc.

Financial Services - North Bethesda, MD, US

Kendall Capital Management, Inc. Employees
Jason Tkach

Portfolio Manager, Assistant Vice President

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Carol Petrov

Vice President & Senior Relationship Manager

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Brian Mattox

Chief Investment Officer, Vice President

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Nina Smith

Director of Marketing and Communication

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Katelyn CFP

Baltimore Area - Financial Planner/Relationship Manager

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Katie Taylor

Client Service Associate

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Kendall Capital Management, Inc. Details

Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management advice to individuals and families with more than $500,000 of investable assets in the Washington D.C. metropolitan area. Middle-Class Millionaires® are more common than you may realize. While you may not consider yourself a millionaire, you may have accumulated these assets through disciplined saving and investing, a timely inheritance or a combination of all three. Kendall Capital was founded by Clark Kendall in 2005. Clark Kendall holds CFA, AEP®, and CFP® certifications and is the author of Middle-Class Millionaire: Surprisingly Simple Strategies to Grow and Enjoy Your Wealth.When you are a client with Kendall Capital, you have access to some of the brightest minds and best people in the business. We are different in that we are a fee-only, fiduciary financial advisor firm. You pay for our expert advice and counsel and in turn we do not receive commissions from anyone for recommending specific investments. We sit on the same side of the table with you in order to serve your best interests.

Kendall Capital Management, Inc. logo, Kendall Capital Management, Inc. contact details
Employees: 10 - 19
HQ: 301-838-9110
Location: North Bethesda, MD, US
Revenue: 1 - 2.5 Million
As a certified CFA AEP and CFP firm Kendall Capital offers unbiased fee-only wealth management planning to a clientele from a variety of sectors including high net worth families and individuals in Montgomery County Maryland. Investment Management Wealth Management Financial Planning Middle-Class Millionaires Fiduciary
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