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Kendall Capital
Kendall Capital is an asset manager based in Rockville; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts...
Overview
Kendall Investments is an exempt reporting adviser in Cambridge, MA. It serves clients nationwide.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Rockville
Corporate office
2000 Tower Oaks Boulevard, Suite 240 Rockville, MD 20852
Additional offices
Greenville, SC
Principals
Clark Kendall
President and CEO
Carol Petrov
Vice President & Senior Relationship Manager
Brian Mattox
Chief Investment Officer, Vice President
Sector focus
Frequently asked questions
Who runs investment decisions at Kendall Capital?
Brian Mattox, CFA, CAIA, serves as Chief Investment Officer and Vice President. He oversees a team that includes Vice Presidents and Portfolio Managers Jason Tkach, CFA, and Zemin Zhu, CFA, FRM. The team builds client portfolios from six internally managed investment strategies, tailoring allocations to each household's goals rather than applying a single model portfolio.
What investment stages or asset classes does Kendall Capital typically target?
The firm targets a broad multi-asset approach for mass-affluent clients, spanning public equities, fixed income, and alternatives including hedge funds, venture capital, and private credit. Its goals-based process allocates across these classes according to each client's retirement, legacy, and liquidity needs rather than focusing on a specific investment stage.
Where does Kendall Capital's underlying client wealth come from?
The firm's client base is concentrated in the Washington, DC metro area and includes a significant share of federal, state, and local government employees, as well as scientists and professionals. The wealth profile is characterized by first-generation accumulation through salaries, disciplined 401(k)/403(b) savings, and inheritances, rather than business exits or generational transfers.
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