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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Between March 18, 2025 and March 25, 2026, reported AUM increased 23.1%, from $604.1M to $743.9M.
Across 5 reported observations, AUM increased 55.1% between November 7, 2022 and March 25, 2026, from $479.5M to $743.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 352 clients, or 50.3 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
Showing 2 of 4 owners & executives
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Adam James Platt
Relationship Manager
- CRD
- #8154114
JAMES DAVID WALKER
Vice President
- CRD
- #3020966
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 |
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Separately Managed Accounts
SMA allocation detail is available
Kendall Capital Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Kendall Capital Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.