Kendall Capital

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Kendall Capital Fee-Only Fiduciary Advice That Starts with You
You’ve worked hard for financial freedom.�
That’s why we work for you. metropolitan area.

Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management advice to individuals and families with more than $500,000 of investable assets in the Washington D.C. Middle-Class Millionaires® are more common than you may realize. While you may not consider yourself a millionaire, you may have accumulated these assets through disciplined saving and investing, a timely inheritance or a combination of all three. Kendall Capital was founded by Clark Kendall in 2005. Clark Kendall holds CFA, AEP®, and CFP® certifications and is the author of Middle-Class Millionaire: Surprisingly Simple Strategies to Grow and Enjoy Your Wealth. When you are a client with Kendall Capital, you have access to some of the brightest minds and best people in the business. We are different in that we are a fee-only, fiduciary financial advisor firm. You pay for our expert advice and counsel and in turn we do not receive commissions from anyone for recommending specific investments. We sit on the same side of the table with you in order to serve your best interests.

25 years later, we remember. We honor. And we certainly never forget.
09/11/2026

25 years later, we remember. We honor. And we certainly never forget.

We’re proud of the talented team behind Kendall Capital and grateful for our wonderful clients who have trusted us along...
08/05/2026

We’re proud of the talented team behind Kendall Capital and grateful for our wonderful clients who have trusted us along the way. The relationships we’ve built with our community make Kendall Capital what it is today!

Help us make it official! If Kendall Capital is one of your Bethesda favorites, we’d love your nomination in the Best of Bethesda 2027 Readers’ Ballot here at https://lnkd.in/eGaUwCSN

Watch Carol Petrov, CFP®, CPWA® on Fox 5 Good Day DC as she breaks down how women can take charge of their financial fut...
03/26/2026

Watch Carol Petrov, CFP®, CPWA® on Fox 5 Good Day DC as she breaks down how women can take charge of their financial future!

Women are poised to inherit and control a growing share of wealth, yet many face a confidence gap, not from lack of ability, but from limited experience and inclusion in investment decisions. Their priorities often focus on long-term security, family stability, and avoiding financial burden, while caregiving breaks can impact lifetime earnings and savings.

The solution? Education, proactive planning, and working with trusted advisors because confidence grows when women ask questions and get involved early.

https://kendallcapital.com/videos/women-wealth-the-great-transfer/

You won’t want to miss this! Tomorrow at 9:15 AM, tune in to Fox 5 to catch Carol Petrov, CFP®, CPWA® live as she dives ...
03/24/2026

You won’t want to miss this! Tomorrow at 9:15 AM, tune in to Fox 5 to catch Carol Petrov, CFP®, CPWA® live as she dives into: Women, Wealth, and the Great Transfer: Why Confidence Matters.

We’re in the middle of one of the largest wealth shifts in history and confidence is the key to making the most of it. Carol will break down what this means, why it matters now, and how women can take the lead in shaping their financial futures.

Grab your coffee, turn on the TV, and join us for insights that could change the way you think about wealth.

What started as a vision has grown into a journey defined by trust, relationships, and the privilege of serving our clie...
03/23/2026

What started as a vision has grown into a journey defined by trust, relationships, and the privilege of serving our clients every day. We’re incredibly grateful for the people who have been part of this story; clients, partners, and team members who’ve shaped who we are today.

21 years in, and we’re just getting started. Cheers to what’s ahead!

Clark Kendall, CFP®, CFA, AEP®, joined Good Day DC this to discuss an important topic for investors: keeping emotions in...
03/10/2026

Clark Kendall, CFP®, CFA, AEP®, joined Good Day DC this to discuss an important topic for investors: keeping emotions in check so they don’t sabotage long-term wealth.

Market volatility can trigger fear, excitement, and impulsive decisions, but reacting emotionally can derail even the best financial plans. During the segment, Clark shared insights on how investors can stay disciplined, focus on their long-term goals, and avoid the behavioral pitfalls that often impact investment success.

If you missed the segment, be sure to check it out https://kendallcapital.com/news/clark-kendall-good-day-dc-investor-emotions/

12/22/2025

The Kendall Capital team brought the same drive they show in the office straight to the track at K1 Speed, swapping meetings for helmets at our annual holiday party! Fast laps, friendly competition, and a fun podium celebration made it a night to remember. A perfect reminder that great teams know how to have fun together, on and off the track.

This holiday season, we’re reminded of the magic that happens when a community comes together. Thanks to the incredible ...
12/19/2025

This holiday season, we’re reminded of the magic that happens when a community comes together. Thanks to the incredible tenants of The Tower Companies, Kendall Capital’s Toy Drive has truly made a difference, collecting over 100 toys for the Olney Lions Club’s Toys for Local Children program.

Every toy donated, from the smallest teddy bear to the biggest action figure, will light up a child’s face and bring joy to a family in need. Your kindness is creating unforgettable memories for children in our community, from infants to teens, and a bit of magic to their holiday season.
The Olney Lions Club has been a cornerstone of the Olney, MD community since 1972, and they do amazing work supporting local families and organizations in need. Their commitment to giving back is an inspiration, and we are so proud to partner with them for this cause.

Happy holidays from all of us at Kendall Capital!

Address

2000 Tower Oaks Boulevard, Suite 240
Rockville, MD
20852

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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