Kendall Capital Management

**Kendall Capital Management Summary:** Established in 2005, Kendall Capital Management is a fee-only registered investment advisor based in Rockville, MD. The firm specializes in individual portfolio management and financial planning services. Clients receive personalized investment advice based on their unique needs, goals, risk tolerance, and liquidity needs. Kendall Capital manages advisory accounts on a discretionary basis, with a focus on long-term purchases, short-term purchases, and asset allocation strategies. **Fees and Compensation:** - Annualized fee for Investment Supervisory Services ranges from 0.50% to 1.00% based on assets under management. - Minimum initial investment of $500,000 with negotiable account size under certain circumstances. - Financial planning services are included in the wealth management fee based on assets under management. **Investment Discretion:** - Kendall Capital provides discretionary asset management services, allowing them to place trades in client accounts without prior client approval. **Advisory Business Description:** - Investment strategies include long-term purchases, short-term purchases, asset allocation, and mutual fund/ETF analysis. - Methods of analysis include charting, fundamental analysis, technical analysis, cyclical analysis, quantitative analysis, and qualitative analysis. **Key Personnel:** - Clark A. Kendall, President & CEO, CFA, AEP, CFP - Carol L. Petrov, Vice President & Senior Relationship Manager, CFP - Brian G. Mattox, Vice President, CIO & CCO, CFA, CAIA - Jason M. Tkach, Sr. Portfolio Manager, CFA - James David Walker, Lead Relationship Manager, CFP, AIF **Compliance and Ethics:** - Kendall Capital adheres to a Code of Ethics ensuring high ethical standards and compliance with federal securities laws. - Supervision is overseen by the Chief Compliance Officer, Brian G. Mattox. For more detailed information, visit Kendall Capital's website at www.kendallcapital.com or contact them at 301-838-9110.