Adam Platt
Kendall Capital Management · Rockville, Maryland
Adam Platt is a fee-only financial advisor at Kendall Capital Management in Rockville, Maryland, who holds the CFP credential. Kendall Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Kendall Capital Management |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $743.9M across 1,555 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 8154114 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.kendallcapital.com |
How Adam's firm compares
- Kendall Capital Management's average account is about $478,000, from its Form ADV (assets managed divided by 1,555 accounts).
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Questions about Adam
Is Adam Platt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Kendall Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Kendall Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adam Platt based?
Adam Platt is based in Rockville, Maryland.
What credentials does Adam Platt hold?
Adam Platt holds the CFP credential.
Is Adam Platt registered with the SEC?
Yes. Adam Platt is registered as an investment adviser representative in MD (CRD 8154114), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kendall Capital Management manage?
Kendall Capital Management reports $743.9M across 1,555 accounts in assets under management.
How do I contact Adam Platt?
Through Adam's website, www.kendallcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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