Edge Capital Group

Kendrick Mattox, CFA


In 2011, Kendrick joined the Edge team as a Partner, Senior Wealth Advisor and opened the doors of our firm’s new Charlotte office. In his role, he is responsible for leading our firm’s regional efforts in providing comprehensive wealth management for individuals and families. 

Upon graduation from the Woodberry Forest School, Kendrick earned his Bachelor of Arts degree from Hampden-Sydney College and his MBA from Georgia State University. He is a Chartered Financial Analyst (CFA) and a member of the CFA North Carolina Society. In 2022, Kendrick was a featured speaker on National Public Radio and was recognized in Forbes magazine as a top advisor in the state of North Carolina. 

In addition to serving as a Senior Wealth Advisor, he is an investment manager who works closely with his clients as he designs, implements and monitors customized investment portfolios. At Edge, Kendrick has served on the Asset Allocation Committee, Board of Trustees, Leadership Committee, and Discovery LLC Board.

Kendrick volunteers his personal time and is active in the community regionally and at the state level. His current and former community involvement includes serving as an Investment Committee member Chair for the YMCA of Greater Charlotte Endowment, a member of the Finance Committee and Golf Committee for the Charlotte Country Club, a board member of the Fletcher School and Pat’s Place Child Advocacy, President of the Woodberry Forest School Charlotte Regional Alumni Association, as a state board member of the Coastal Conservation Association-North Carolina (CCA-NC), and as a board member and Charlotte leader of Introships, an organization that exposes young college students to multiple business/industries and potential career paths. Kendrick and his wife, Lacy, reside in Charlotte and have 3 children.  

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My passion for investment analytics and research led me to pursue wealth management. My journey over the past 20+ years has taught me that my true calling is to help people find solutions and achieve their goals. As a fiduciary Wealth Advisor at Edge, my purpose is to serve clients through all aspects of their financial life, aligning their wealth with their mission.

-Kendrick Mattox, CFA
Partner, Senior Wealth Advisor

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