Carderock Capital Management, Inc.
● SEC registered since 1987CRD 104570SEC# 801-28840Chevy Chase, MD
Reg. AUM
$677M
Employees
5
Accounts
476
Location
Chevy Chase, MD
About Carderock Capital Management
Carderock Capital Management is an independent fiduciary investment firm serving individuals and families. Since its founding, it has emphasized disciplined, customized stock-and-bond portfolios tailored to each client's needs and priorities.
Summary based on the firm’s website.
Carderock Capital Management, Inc. assets under management
Carderock Capital Management, Inc. operates as an SEC-registered investment adviser based in Chevy Chase, MD. The firm has been registered since 1987. It reports $677 million in regulatory assets under management and employs 5 people.
Carderock Capital Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Alan Kane Control | President, Secretary And Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Carderock Capital Management, Inc. manage?
Carderock Capital Management, Inc. reports $677 million in regulatory assets under management on its Form ADV.
How many employees does Carderock Capital Management, Inc. have?
Carderock Capital Management, Inc. reports 5 employees.
Where is Carderock Capital Management, Inc. located?
Carderock Capital Management, Inc. is based in Chevy Chase, MD and has been SEC-registered since 1987.
Does Carderock Capital Management, Inc. disclose fund performance?
Carderock Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Wisconsin Circle, Suite 600, Chevy Chase, MD 20815-7020 |
| Phone | (301)951-5288 |
| Fax | (301)951-0411 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$677M▲ 14%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$677Mregulatory AUM
Discretionary $677M