Clark Kendall
Kendall Capital Management · Rockville, Maryland
Clark Kendall is a fee-only financial advisor at Kendall Capital Management in Rockville, Maryland, who holds the AEP, CFA and CFP credentials. Clark charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on tax planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Kendall Capital Management |
|---|---|
| Based in | Rockville, Maryland |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Assets under management | $743.9M across 1,555 accounts |
| Credentials | AEP · CFA · CFP |
| SEC registration | Investment adviser representative in MD, SC, TX · CRD 1144480 |
| Exams passed | Series 63 (1983) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | kendallcapital.com |
| Profile |
How Clark'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 Clark
Is Clark Kendall a fee-only financial advisor?
Yes. Clark Kendall is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Clark's firm.
How does Clark charge for financial advice?
Clark charges a percentage of assets and an ongoing planning fee.
How much does Clark charge?
According to Kendall Capital Management's website, checked October 28, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Does Clark work with clients virtually?
Yes. Kendall Capital Management says on its website that it works with clients remotely.
Where is Clark Kendall based?
Clark Kendall is based in Rockville, Maryland.
What does Clark specialize in?
Clark's specialties include tax planning and small business owners. Clark works with retirees and pre-retirees.
What credentials does Clark Kendall hold?
Clark Kendall holds the AEP, CFA and CFP credentials.
Is Clark Kendall registered with the SEC?
Yes. Clark Kendall is registered as an investment adviser representative in MD, SC and TX (CRD 1144480), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Clark Kendall?
Through Clark's website, kendallcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
Other advisors in Maryland who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Kendall Capital Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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