Adam J. Platt

KENDALL CAPITAL MANAGEMENT

ROCKVILLE, MD 20852

CRD#: 8154114

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Professional summary

Adam James Platt is a registered financial advisor currently at KENDALL CAPITAL MANAGEMENT located in Rockville, Maryland.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Adam has worked at 2 firms .

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam James Platt's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 24, 2025 - Present

KENDALL CAPITAL MANAGEMENT

Office #1: 2000 Tower Oaks Boulevard Suite 240, Rockville, MD 20852

RIA

CRD#: 134740

ROCKVILLE, MD

Past

August 27, 2025 - October 3, 2025

BOGART WEALTH, LLC

RIA

CRD#: 283886

MCLEAN, VA

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

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(10/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

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)

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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

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/18/2025)

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	Cover Page	Report
11/22/2024	Cover Page	Report
07/29/2024	Cover Page	Report
10/27/2023	Cover Page	Report
10/27/2023	Cover Page	Report

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.

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Adam J. Platt

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam James Platt's CRS (Customer Relationship Summary).

Certified licenses

Experience

KENDALL CAPITAL MANAGEMENT

BOGART WEALTH, LLC

Primary Firm SEC Registration

KENDALL CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

KENDALL CAPITAL MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KENDALL CAPITAL MANAGEMENT

TRUST BUT VERIFY

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