Clark A. Kendall
KENDALL CAPITAL MANAGEMENT
Rockville, MD 20852
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CRD#: 1144480
Professional summary
Clark Alan Kendall, CFP® is a registered financial advisor currently at KENDALL CAPITAL MANAGEMENT located in Rockville, Maryland.
Clark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Clark has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Biography
Committed to serving his community, Clark sits on various boards and is involved with many worthy organizations, including the Olney Boys and Girls Club (OBGC), Olney Lions, Sandy Spring Museum and Montgomery County Estate Planning Council. He especially enjoys being a Boy Scout leader and coaching basketball for the Olney Boys and Girls Club.
Kendall Capital Management is an independent, fee-only advisory firm offering planning and investment services to the middle-class millionaire throughout Montgomery County, Maryland. Our knowledgeable, experienced professionals work with you to deliver customized solutions to your financial challenges by getting to know you first then researching best products and services available that makes sense for your unique situation.
As a fee-only firm, we do not charge commissions on any products so you can be assured that you are receiving objective recommendations based solely on your best interests. Focused on your success, we are committed to helping you preserve, strengthen and grow your wealth.
Question & Answer
What are your service offerings?
Education Planning
Business Succession Planning
Investment Planning
Divorce Planning
Comprehensive Financial Planni...
Budgeting
Estate Planning
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
College/Education Planning
Corporate Executives
Divorce Planning
Estate & Generational Planning...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Clark Alan Kendall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
March 25, 2005 - Present
KENDALL CAPITAL MANAGEMENT
Office #1: 2000 Tower Oaks Boulevard Suite 240, Rockville, MD 20852RIA
CRD#: 134740
Rockville, MD
Past
January 1, 2001 - September 23, 2005
POTOMAC ASSET MANAGEMENT CO INC
RIA
CRD#: 105730
BETHESDA, MD
Past
January 17, 1992 - August 16, 1996
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Past
February 12, 1988 - January 20, 1990
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
September 13, 1983 - February 20, 1988
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
BD
CRD#: 319
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KENDALL CAPITAL MANAGEMENT
KENDALL CAPITAL MANAGEMENT
CRD#: 134740 / SEC#: 801-78634
RIA
Registered Investment Advisory firm - (10/4/2013 Approved)District of Columbia
Registered Investment Advisory firm - (10/25/2013 Terminated)Maryland
Registered Investment Advisory firm - (11/1/2013 Terminated)New Hampshire
Registered Investment Advisory firm - (12/4/2013 Terminated)Virginia
Registered Investment Advisory firm - (10/28/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(3/25/2005)
IAR
South Carolina(8/13/2025)
IAR
Texas(1/5/2017)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
KENDALL CAPITAL MANAGEMENT
KENDALL CAPITAL MANAGEMENT
CRD#: 134740 / SEC#: 801-78634
RIA
Registered Investment Advisory firm - (10/4/2013 Approved)District of Columbia
Registered Investment Advisory firm - (10/25/2013 Terminated)Maryland
Registered Investment Advisory firm - (11/1/2013 Terminated)New Hampshire
Registered Investment Advisory firm - (12/4/2013 Terminated)Virginia
Registered Investment Advisory firm - (10/28/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 Tower Oaks Boulevard Suite 240, Rockville, MD 20852
Mailing Address
Phone number
(301) 838-9110
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,415 |
| AUM (Assets Under Management) | $ 604,143,819 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 11/22/2024 | ||
| 07/29/2024 | ||
| 10/27/2023 | ||
| 10/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
