Kendall Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Rockville, MD. Its latest Form ADV filing, dated March 25, 2026, reports $744M in regulatory assets under management, 12 employees, 1 office, and 1,555 accounts.
Assets Under Management
$744M
Employees
12
Offices
1 office
Total Clients
352
Primary office
ROCKVILLE, MD
2000 TOWER OAKS BOULEVARD, SUITE 240, ROCKVILLE, MD, United States
Top client segmentHNWI represent 64.2% of total clients.
Top client categories% of clientsClients
1
HNWI
64.2%
226
2
Individuals
35.8%
126
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$744Mas of March 25, 2026
Discretionary100.0%
$744M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$744M
Total Accounts1,555
10Y AUM Change+$566M (+318.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee29:1
10Y Employee Change+5 (+71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.