DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brian Gibbon Mattox

Kendall Capital Managementindependent RIARockville, MdIA-onlyIAPD 3025926

Feed of 09/14/2026

At current firm

8 y

since Mar 6, 2018

In the industry

23 y

since Jan 23, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Vice President & Chief Investment Officerreportedkendallcapital.comfirm site, Sep 15, 2026
Designations: CFA, CAIAreportedkendallcapital.comas printed on the bio page, Sep 16, 2026
Years, as the firm states: 25reportedkendallcapital.com“With over 25 years of experience in the financial services and investment industries, Brian began his career with Legg Mason where he became the head of their Risk Management Group charged with assisting high-net-worth client”
Professional profile: kendallcapital.com/team/brian-mattox-cfa-caiareportedkendallcapital.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Kendall Capital Management independent RIA current
since Mar 6, 2018 · Rockville, Md
Andersen independent RIA
Jun 2, 2016 to Feb 26, 2018 · Mclean, Va
Fortigent, LLC former
May 12, 2006 to Jun 7, 2016 · Rockville, Md
Citigroup Global Markets Inc. BD affiliated
Feb 21, 2006 to Apr 7, 2006 · New York, Ny
Legg Mason Wood Walker, Incorporated unclassified
Jan 24, 2003 to Feb 21, 2006 · Owings Mills, Md

Moves

a registration end followed by a registration begin elsewhere

Andersen to Kendall Capital Management
left Feb 26, 2018, registered Mar 6, 2018 (8 days) · Other
Fortigent, LLC to Andersen
left Jun 7, 2016, registered Jun 2, 2016 (-5 days) · Other
Citigroup Global Markets Inc. to Fortigent, LLC
left Apr 7, 2006, registered May 12, 2006 (35 days) · Other
Legg Mason Wood Walker, Incorporated to Citigroup Global Markets Inc.
left Feb 21, 2006, registered Feb 21, 2006 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address