A complete list of active advisors currently associated with Kendall Capital Management

Warmer can help you find a great advisor at Kendall Capital Management or one who fits your needs even better.

Kendall Capital Management serves individual and high‑net‑worth clients as well as pension plans, charitable organizations and business entities, managing approximately $744 million across about 352 client relationships with an eight‑person advisory team. The firm provides discretionary portfolio management, comprehensive financial planning (typically included within its wealth management relationship), and advice on retirement‑plan rollovers. The firm combines fundamental, technical, quantitative and qualitative analysis within an asset‑allocation framework and implements both long‑ and short‑term strategies guided by clients’ stated objectives and constraints. Its stated investment toolkit includes short sales, option strategies, and margin borrowing in client accounts, alongside routine cash‑sweep practices and periodic portfolio reviews. Relative to many peers, Kendall’s public materials and filings make performance information and third‑party ratings available to prospective clients, and the firm explicitly documents the use of borrowing and short‑selling in separately managed accounts—features that are uncommon among similar team advisers. The firm also highlights a credentialed investment team (multiple CFA, CFP and CAIA designations) and maintains formal policies on trade aggregation, custody, conflicts and a written Code of Ethics.

To learn more about the advisors currently working at Kendall Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.