Kendall Capital Surpasses $750 Million in Assets Under Management

Kendall Capital Surpasses $750 Million in Assets Under Management

Firm’s disciplined investment approach and strong client demand drive milestone growth

[Rockville, MD] – [January 20, 2026] – Kendall Capital today announced that it has surpassed $750 million in assets under management (AUM), marking a significant milestone in the firm’s continued growth and reinforcing its position as a trusted investment manager for Middle-class Millionaire clients.

The increase in AUM reflects a combination of strong investment performance, new client inflows, and expanded relationships with existing investors. Kendall Capital’s focus on long-term fundamentals, risk-adjusted returns, and quantitative discipline has resonated with clients navigating today’s dynamic market environment.

“Reaching $750 million in AUM is a meaningful achievement for our firm,” said Clark Kendall, CEO of Kendall Capital. “This milestone is a testament to the trust our clients place in us, the consistency of our investment process, and the dedication of our team. We remain focused on delivering disciplined execution and long-term value for our clients.”

Kendall Capital has continued to expand its platform while maintaining a measured, research-driven approach to portfolio construction. The firm believes its emphasis on risk management across its six in-house portfolios positions it well for sustainable growth in the years ahead.

“While we are proud of this milestone, our priority remains unchanged,” added Kendall. “We are committed to serving our clients with integrity, transparency, and a long-term perspective.”