This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Pathway zenithPrime fusion
- Established Date
- 03-25-2005
- Office Locations
- 1
Office Locations
About Kendall Capital Management
Kendall Capital is a fee-only fiduciary RIA serving “middle-class millionaires” nationwide from the Metro Washington, DC area (with offices in South Carolina). They deliver integrated financial planning and ongoing investment management across life transitions—retirement and retirement income planning, tax-aware strategies (including Roth conversions), college/529 and legacy/charitable planning—and coordinate with clients’ tax and estate attorneys. They also advise on workplace plans like 401(k)/403(b).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CLARK ALAN KENDALL
Chief Executive Officer, President, Vice President
- CRD
- #1144480
- Ownership
- 10% but less than 25%
BRIAN GIBBON MATTOX
Chief Compliance Officer, Chief Investment Officer, Vice President
- CRD
- #3025926
- Ownership
- Less than 5%
Quantum bridge
Eagle pioneer
- CRD
- #63894
- Ownership
- 48.0%
Showing 2 of 4 owners & executives
Unlock allContacts
Adam James Platt
--
- CRD
- #8154114
JAMES DAVID WALKER
Vice President
- CRD
- #3020966
Radial element
Peak fusion
- CRD
- #17728
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $743,866,798 | $478,371 |
| Non-Discretionary | $0 | -- |
| Total | $743,866,798 | $478,371 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $743,866,798
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,467,379,487 | 21.8% |
| Equity - Exchange | $2,921,296,777 | 43.4% |
| Cash | $2,342,422,301 | 34.8% |
| Total | $6,731,098,565 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER OAK FOUNDATION | OAK RADIAL | ZE308LNIV | BISV | 2.75% | $40,945,432 |
| ATLAS VITAL | VALUE MATRIX | G1KU78EXS | YZG | 7.77% | $85,927,985 |
| OAK VITAL | BRIDGE HORIZON | PBU9OBL1P | AYC | 10.00% | $34,170,730 |
| BRIDGE NORTH BEACON | FUSION HORIZON | BG03RU7UM | EKO | 6.58% | $58,115,083 |
| PEAK VALUE | EMBER RIDGE | 2KRNX3YJW | ZUPQL | 5.34% | $54,567,604 |
| VECTOR BEACON | VALUE HORIZON | P3FX8WPQH | RLLZA | 10.43% | $31,962,980 |
| WAVE VERTEX | LEGACY MERIDIAN | PZBVCWT61 | TKFAD | 6.56% | $31,319,771 |
| VITAL VERTEX VITAL | PIONEER PEAK | UYJUP48KO | BQSV | 0.78% | $42,069,792 |