Brian Mattox
Kendall Capital Management · Rockville, Maryland
Brian Mattox is a fee-only financial advisor at Kendall Capital Management in Rockville, Maryland. 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 |
| SEC registration | Investment adviser representative in MD · CRD 3025926 |
| Exams passed | Series 66 (2003) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.kendallcapital.com |
How Brian'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 Brian
Is Brian Mattox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?
Brian's firm, Kendall Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Mattox based?
Brian Mattox is based in Rockville, Maryland.
Is Brian Mattox registered with the SEC?
Yes. Brian Mattox is registered as an investment adviser representative in MD (CRD 3025926), 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 Brian Mattox?
Through Brian'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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