Kendall Capital
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
600 Jefferson Plz Ste 410, Rockville, Ma...Phone Number
(301) 838-9110Website
www.kendallcapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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1
About Kendall Capital
Kendall Capital is an investment management firm based in Montgomery County, Maryland, specializing in fee-only fiduciary financial planning and wealth management for middle-class millionaires with assets exceeding $500,000. The firm serves clients primarily in the Maryland, Washington, DC, and Virginia areas, offering personalized advice without commissions or product sales. Their experienced team focuses on goals-based portfolio management and collaborates with clients to navigate financial complexities, ensuring tailored strategies for retirement, tax planning, and estate management. Kendall Capital is committed to providing high-quality, ongoing support to help clients achieve their financial aspirations.Explore more
Kendall Capital Org Chart
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Activity Insights
Kendall Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Kendall Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kendall Capital.
Kendall Capital financials insights
Gather financial insights about Kendall Capital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Kendall Capital Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Kendall Capital is planning to move its offices in July 2021. The move will impact approximately 7 employees at their existing office located at 600 Jefferson Plaza, Suite 410, Rockville, MD.
Real Estate
Award
Kendall Capital has been ranked #184 on the DC Metro's Top Companies list by Inc.com.
Award
Funding
Kendall Capital has received an SBA PPP loan for $150,000-350,000 from Capital Bank.
Funding
Kendall Capital News & Media
Kendall Capital Achieves Milestone: Over $500 Million in Assets Under Management
The wealth management firm is also honored to announce the promotion of three top-performers ROCKVILLE, Md., Dec. 14, 2023 /PRNewswire-PRWeb/ --In a remarkable achievement, Kendall Capital, the esteemed financial and investment advisor based in Rockville, MD, proudly announces that it now...Kendall Capital's Clark Kendall Joins NAPFA's Public Policy Committee
He'll help formulate NAPFA's positions on legislative and regulatory issues of importance to fee-only financial advisors and their clients (PRWeb May 02, 2023) Read the full story at https://www.prweb.com/releases/kendall_capital_s_clark_kendall_joins_napfa_s_public_policy_committee/prweb19314174.htmThe MarketBeat Podcast: Portfolio Management in Market Downturns
Today on The MarketBest Podcast Kate chats with Clark Kendall, CEO of Kendall Capital. Clark offers his views on portfolio management during the downturn,Kendall Capital Is Moving to Rockville’s Tower Oaks Corridor
Local Fee-only Fiduciary Wealth Management firm’s growth leads to new lease (PRWeb June 07, 2022) Read the full story at https://www.prweb.com/releases/kendall_capital_is_moving_to_rockvilles_tower_oaks_corridor/prweb18718198.htm
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Frequently Asked Questions Regarding Kendall Capital
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Kendall Capital is an investment management firm based in Montgomery County, Maryland, specializing in fee-only fiduciary financial planning and wealth management for middle-class millionaires with assets exceeding $500,000. The firm serves clients primarily in the Maryland, Washington, DC, and Virginia areas, offering personalized advice without c... Read More
