Welcome to Kendall Capital

Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-class millionaires are more common than you may realize. While you may not consider yourself a millionaire, you may have accumulated over $500,000 or more in investable assets through disciplined saving and investing, a timely inheritance or a combination of all three.
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When you are a client with Kendall Capital, you have access to our entire team of experienced professionals. We are different in that we are a fee-only, fiduciary financial adviser firm. 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. Our clients’ success is not a destination. Success is a journey―and we are here to help our clients reach their goals.
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By working with a fee-only firm, like Kendall Capital, you can be confident that our advice and investment recommendations are given solely in your best interest. As fiduciaries, we look out for you.
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We also work in the community. Serving the needs of our local, national and global community is a priority at Kendall Capital. Here are just a few of the many worthy organizations we proudly support. See more of Kendall Capital’s community involvement in our Photo Gallery.

Boy Scout Troop 759

Clark Kendall happily serves as an assistant scout master for Troop 759, which is chartered to Ashton United Methodist Church. In 2014, Clark received the Leadership Award from the Boy Scouts of America (BSA) National Capital Area Council for his commitment in giving back to Troop 759.

Montgomery County Chamber of Commerce (MCCC)

Kendall Capital has been an active member of the Montgomery County Chamber. Clark Kendall received the 2014 MCCC Business Advocate of the Year in recognition of his work promoting legislation that tied the rate for Maryland’s estate tax with that of federal estate tax rates.


Diane Kendall is an active member of the YoungLife, a non-denominational religious organization that promotes the well-being of young adults in the community. Diane and Clark are active volunteers of the chapter based in Montgomery County.

Universities at Shady Grove Mentor Program

Clark Kendall mentors three students through the Universities at Shady Grove Mentor Program. Clark provides his advice and expertise to students considering a career in the financial services industry.

Viers Mill Elementary School PTA

Carol Petrov enjoys volunteering with her son’s elementary school PTA. Specifically, she brings awareness of health and nutrition to the children and families of the School.

Reading All-Starts @ HD Cooke

Jason Tkach tutors elementary students at HD Cooke on the weekends. The focus of the program is getting students to become proficient in and enjoy reading.

Jewish Community Center of Greater Washington

Nina Smith is an active member of her daughter’s preschool board at the JCC in Rockville. She assists in planning programs, special events, and volunteer/charity opportunities for the children and their families to participate in.