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Rockville Chamber of Commerce

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Kendall Capital Management

Kendall Capital Management

Kendall Capital Management
Kendall Capital Management
Categories

Financial Planning Services

  • 2000 Tower Oaks Blvd Suite 240 Rockville MD 20852
  • (301) 838-9110
  • 877-260-7935
  • 301-838-9113
  • Send Email
  • Visit Website

Hours:

Monday through Friday 9am-5pm

Driving Directions:

600 Jefferson Plaza (aka the ''Eagle Building'' marked by the large bronze Eagle statue)
Suite 410, Rockville, MD 20852

About Us

Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management advice to individuals and families with more than $500,000 of investable assets in the Washington D.C. metropolitan area. Middle-Class Millionaires® are more common than you may realize. While you may not consider yourself a millionaire, you may have accumulated these assets through disciplined saving and investing, a timely inheritance or a combination of all three.

Kendall Capital was founded by Clark Kendall in 2005. Clark Kendall holds CFA, AEP®, and CFP® certifications and is the author of Middle-Class Millionaire: Surprisingly Simple Strategies to Grow and Enjoy Your Wealth.

When you are a client with Kendall Capital, you have access to some of the brightest minds and best people in the business. We are different in that we are a fee-only, fiduciary financial advisor firm. You pay for our expert advice and counsel and in turn we do not receive commissions from anyone for recommending specific investments. We sit on the same side of the table with you in order to serve your best interests.

Video Media

Rep/Contact Info

Mr. Brian Mattox
Mr. Brian Mattox
Chief Investment Officer, Vice President
  • Phone: (301) 838-9110
  • Fax: 301-838-9113
  • Send an Email
Ms. Ashley O’Donnell
Ms. Ashley O’Donnell
Office Manager
  • Phone: (301) 838-9110
  • Fax: 301-838-9113
  • Send an Email
Ms. Carol Petrov
Ms. Carol Petrov
Vice President & Senior Relationship Manager
  • Phone: (301) 838-9110
  • Fax: 301-838-9113
  • Send an Email
Katie Taylor
Katie Taylor
Office Manager
  • Phone: (301) 838-9110
  • Fax: 301-838-9113
  • Send an Email
Mr. Jason Tkach
Mr. Jason Tkach
Portfolio Manager, Assistant Vice President
  • Phone: (301) 838-9110
  • Fax: 301-838-9113
  • Send an Email
Mr. Dave Walker
Mr. Dave Walker
Lead Relationship Manager
  • Phone: (301) 838-9110
  • Fax: 301-838-9113
  • Send an Email
Mr. Zemin Zhu
Mr. Zemin Zhu
Portfolio Manager
  • Phone: (301) 838-9110
  • Fax: 301-838-9113
  • Send an Email
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Copyright © 2023 · Rockville Chamber of Commerce
1 Research Court, Suite 450, Rockville, MD 20850
(301) 424-9300 · dawn@rockvillechamber.org