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KENDALL CAPITAL MANAGEMENT

ROCKVILLE, MD · CRD 134740 · IAPD ↗ · 301-838-9110

$743.9MRegulatory AUM
7Advisory reps
12Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — KENDALL CAPITAL MANAGEMENT notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — KENDALL CAPITAL MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — KENDALL CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($419.1M -> $519.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.