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VerifiedFinancial Services· Founded 2005

Kendall Capital Management

Kendall Capital is a fee-only firm built on the single guiding principle that hardworking and financially prudent people deserve the same exceptional financial advice as ultra high-net-worth individuals. As personal fiduciaries, we sit on the same side of the table with our clients serving their best interests. We don’t receive commissions for recommending products or specific investments. We just focus on empowering clients with tailored financial guidance, customized planning, and unwavering support. It’s an approach that enables clients to enjoy life on their own terms. Working with Kendall Capital, they discover how it feels to live like a Middle-Class Millionaires®.

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HeadquartersRockville, United StatesEmployees12(1 to 10)Annual revenue<$1MFounded year2005Websitekendallcapital.comLinkedIn profileLinkedIn

Verified contacts

15

available on Kipplo

LinkedIn employees

12

1 to 10 range

Open roles

no listings

Distinct roles

12

indexed titles

Tech stack

3

tools in use

Monthly traffic

120

organic / mo

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Top roles at Kendall Capital Management

12 distinct titles indexed · top 10 shown.

  • 3client service associate
  • 2president
  • 1chief investment officer, vice president
  • 1financial planner & relationship manager
  • 1lead relationship manager
  • 1manager - investment operations
  • 1marketing and business operations coordinator
  • 1operations & executive support manager
  • 1portfolio manager
  • 1portfolio manager, vice president
  • +2more titles

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