ROCKVILLE, Md., Aug. 20, 2021 /PRNewswire-PRWeb/ -- Just announced: Kendall Capital has been named in the annual Inc. 5000 list — the most prestigious ranking of the nation's fastest-growing privately-held companies. This is the third year in a row that the Washington, D.C., area wealth management firm has been included in the who's-who of the most successful small businesses in America.
"This recognition by Inc. Magazine of our fast-paced growth is especially meaningful since we also reached $450 million in assets under management this year," said Kendall Capital President & CEO Clark Kendall, CFA, AEP®, CFP®. "It's both humbling and gratifying to look back at where we came from — starting with just a phone, desk and a Rolodex 16 years ago — to now have an incredibly sharp and robust team serving a wonderful array of clients striving to maintain and build their financial health."
Kendall Capital provides fiduciary financial planning and investment management services to Middle-Class Millionaires® with investable assets of more than $500,000 in the Washington, D.C., area.
"We have grown not through takeovers or acquisitions, but organically — by serving one millionaire at a time," said Kendall.
The annual Inc. 5000 event honoring the companies on the list — which includes 40 from Montgomery County, Maryland — will be held October 19-20, 2021. Inc. Magazine will feature some of today's greatest innovators and business leaders as event speakers. Kendall Capital is one of only six Montgomery County companies to make the list three years in a row.
The 2021 Inc. 5000 is ranked according to percentage revenue growth when comparing 2017 and 2020. Not only have the companies on the 2021 Inc. 5000 been very competitive within their markets, but the list as a whole also shows staggering growth compared with prior lists. The 2021 Inc. 5000 achieved an incredible three-year average growth of 543%. The Inc. 5000's aggregate revenue is $240 billion for the 2021 list, accounting for over 2.5 million jobs over the past three years.
About Kendall Capital
Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to Middle-Class Millionaires® in the Washington, D.C. metropolitan area. The firm currently manages client assets of approximately $450 million. President and CEO Clark Kendall is the author of "Middle-Class Millionaire" and "Middle-Class Millionaire Women" and says, "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." Kendall Capital is a fee-only, fiduciary financial adviser firm. It does not receive commissions from anyone for recommending specific investments in order to serve their clients' best interests.
Media Contact
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SOURCE Kendall Capital
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