SourcingSourcing

KENDALL CAPITAL MANAGEMENT

B51
CRD 134740·SEC 801-78634·ROCKVILLE, MD
AUM
$743.9M
$500M-$1B
Est. Revenue
$7.4M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KENDALL CAPITAL MANAGEMENT
CRD
134740
SEC file #
801-78634
EIN
270111619
DBA names
—

Economics

AUM
$743.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$238.5M → $743.9M▲ +212%
Client mix
Individuals High Net Worth226
Individuals Other126

Operations

Employees (total)
12
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
6 advisors → 7 advisors▲ +17%
Primary office
ROCKVILLE MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
youtube.com/channel/uctzuzniazaxsuixbvbvm45q

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KENDALL FAMILY TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
KENDALL FAMILY TRUST
KENDALL, CLARK, ALAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
19,635
Form 5500 Compensation Trajectory 3y
202519,635
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
19,635
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001731372
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2018-02-14
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001731372-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2000 TOWER OAKS BOULEVARDSUITE 240ROCKVILLE, MD 20852
Business
2000 TOWER OAKS BOULEVARDSUITE 240ROCKVILLE, MD 20852
Edgar EIN
270111619
Edgar Recent Filings
13F-HR2026-04-24 · 0001731372-26-000002
13F-HR2026-01-16 · 0001731372-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (8)

8
KENDALL, CLARK, ALAN
IAR · Direct Owner · 17.5%
1144480
TKACH, JASON, MICHAEL
IAR · Executive Officer · 2.5%
6432614
MATTOX, BRIAN, GIBBON
IAR · Executive Officer · 2.5%
3025926
PETROV, CAROL, LARISSA
IAR · Executive Officer · 2.5%
4438703
Adam James Platt
IAR
8154114
Brendan Ryan Walsh
IAR
8180349
Zemin Zhu
IAR
6743280
JAMES DAVID WALKER
IAR
3020966