KENDALL CAPITAL MANAGEMENT
CRD #134740 SEC #801-78634 ROCKVILLE, MD 301-838-9110
SEC Registered
Total AUM
$604.1M
Discretionary
$604.1M
Employees
10
Clients
251
Accounts
1,415
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRUENING, PAOLA, SAENZ | I | VICE PRESIDENT | NA | Control |
| BRUENING, PAOLA, SAENZ | I | VICE PRESIDENT | NA | Control |
| BRUENING, PAOLA, SAENZ | I | VICE PRESIDENT | NA | Control |
| BRUENING, PAOLA, SAENZ | I | VICE PRESIDENT | NA | Control |
| BRUENING, PAOLA, SAENZ | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | SENIOR PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | SENIOR PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | SENIOR PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | SENIOR PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | SENIOR PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | SENIOR PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTOX, BRIAN, GIBBON | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PETROV, CAROL, LARISSA | I | RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT OF FINANCIAL PLANNING AND CLIENT SERVICES | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| PETROV, CAROL, LARISSA | I | VICE PRESIDENT & SENIOR RELATIONSHIP MANAGER | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| SAENZ, PAOLA | I | VICE PRESIDENT | NA | Control |
| TKACH, JASON, MICHAEL | I | PORTFOLIO SPECIALIST | NA | Control |
| TKACH, JASON, MICHAEL | I | PORTFOLIO SPECIALIST | NA | Control |
| TKACH, JASON, MICHAEL | I | PORTFOLIO SPECIALIST | NA | Control |
| TKACH, JASON, MICHAEL | I | PORTFOLIO SPECIALIST | NA | Control |
| TKACH, JASON, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| TKACH, JASON, MICHAEL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| KENDALL FAMILY TRUST | DE | TRUST | E | Control |
| KENDALL FAMILY TRUST | DE | TRUST | E | Control |
| KENDALL FAMILY TRUST | DE | TRUST | E | Control |
| KENDALL FAMILY TRUST | DE | TRUST | E | Control |
| KENDALL FAMILY TRUST | DE | TRUST | E | Control |
| KENDALL FAMILY TRUST | DE | TRUST | E | Control |
| KENDALL FAMILY TRUST | DE | TRUST | E | Control |
| KENDALL FAMILY TRUST | DE | TRUST | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | E | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | B | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | B | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | B | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | B | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | B | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | B | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | B | Control |
| KENDALL, CLARK, ALAN | I | PRESIDENT & CEO | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KENDALL, DIANE, P. | I | KENDALL FAMILY TRUST | F | Control |
| KENDALL, DIANE, P. | I | KENDALL FAMILY TRUST | F | Control |
| KENDALL, DIANE, P. | I | KENDALL FAMILY TRUST | F | Control |
| KENDALL, DIANE, P. | I | KENDALL FAMILY TRUST | F | Control |
| KENDALL, DIANE, P. | I | KENDALL FAMILY TRUST | F | Control |
| KENDALL, DIANE, P. | I | KENDALL FAMILY TRUST | F | Control |
| KENDALL, DIANE, P. | I | KENDALL FAMILY TRUST | F | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (12)
CA CO DC DE FL MD NC NH NJ SC TX VA
Address
2000 TOWER OAKS BOULEVARDSUITE 240
ROCKVILLE, MD 20852
United States
Phone: 301-838-9110