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Trustee of the Kendall Family Trust · Kendall Capital Management

Diane P. Kendall

CRD 7499790 · Named on Form ADV at one SEC-registered adviser

At a glance

Kendall Capital Management, an SEC-registered wealth manager based in Rockville, MD with $744 million in regulatory assets, lists Diane P. Kendall on its Form ADV as Trustee of the Kendall Family Trust, a control person.

Firms and roles

AtlasMembers

Diane’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Clark A. KendallPresident & CEO, Kendall Capital Management
  • Carol L. PetrovVice President & Senior Relationship Manager, Kendall Capital Management
  • Jason M. TkachSenior Portfolio Manager, Kendall Capital Management
  • Brian G. MattoxChief Investment Officer & Chief Compliance Officer, Kendall Capital Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Diane’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.