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Carderock Capital Management, Inc.

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Client assets under management

$633,692,991

More info

Clients

211

74% high-net-worth

Advisors

4

of 4 employees

Firm type

Team

5-30 advisors or >$500M in AUM

More info

Clients per advisor

53

Typical

Average account size

$3,003,284

About

Carderock Capital Management provides discretionary investment management and project‑based consulting to individuals, trusts, estates, pension and profit‑sharing plans, and charitable organizations, including donor‑advised funds. Services described in the brochure include direct managed separate accounts, managed‑account programs delivered through other financial advisers, and custom consulting engagements.

The firm emphasizes active management of balanced portfolios of equities, fixed income and cash, developing a customized Investment Plan by modeling client and market data and implementing continuous supervision and re‑optimization. Carderock combines charting and quantitative technical analysis with fundamental, cyclical and factor analysis and generally pursues long‑term exposures while adjusting equity and bond weightings in response to market trends and client risk profiles.

Carderock discloses that it sometimes shares fees with financial advisers and treats certain referral arrangements as compensated endorsements under the Advisers Act Marketing Rule, entering into those arrangements only at a client’s election after full disclosure. The brochure also describes the firm’s distribution of performance‑related materials to clients—quarterly portfolio reconciliation analyses, largest‑20 equity holdings, top equity buys and sells and year‑to‑date summaries of gains and losses—and notes that the firm advertises performance results.

Client services

Portfolio management

Expertise

Active portfolio management Wealth management

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Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.80% $4,000,000+: 0.70%

Project-based

$500 per hour for investment professionals; $125 per hour for staff; minimum fee $500 per project

Other

Account minimum: $500,000 Minimum fee: $5,000 annually Fee-only: Investment advisory fees based on assets under management

Main office location

Carderock Capital Management, Inc.

2 Wisconsin Circle, Suite 600

Chevy Chase MD 20815-7020, United States

Number of offices

1

Most active in

More info

California · District of Columbia · Florida · Maryland · Massachusetts · New York · North Carolina · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (301)951-5288

Advisors at this firm

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user avatar

Stephen K

CFA®

Chevy Chase, MD

Carderock Capital Management, Inc.

Stephen Knapp is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Carderock Capital Management, Inc. since 2020. Prior to joining Carderock, he worked for eight years at S&P Global Market Intelligence. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension, and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision, managing approximately $666 million in discretionary assets.

Active portfolio management Wealth management
user avatar

James M

CFA®, Series 65

Chevy Chase, MD

Carderock Capital Management, Inc.

James Mersereau is a CFA® charterholder with 35 years of industry experience, currently serving at Carderock Capital Management, Inc., where he has worked since 1986. He is part of a four-advisor team based in Chevy Chase, MD. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension, and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision.

Active portfolio management Wealth management
user avatar

Jeanne G

CFA®

Chevy Chase, MD

Carderock Capital Management, Inc.

Jeanne Goedecke is a CFA® charterholder with one year of industry experience. She currently works at Carderock Capital Management, Inc. and previously held positions at Hancock Whitney and Regions. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision.

Active portfolio management Wealth management
user avatar

Daniel K

CFA®, Series 65

Chevy Chase, MD

Carderock Capital Management, Inc.

Daniel Kane is a CFA® charterholder with 24 years of industry experience. He has been with Carderock Capital Management, Inc. since 2002. Kane holds a Series 65 license and is based in Chevy Chase, MD. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension, and charitable accounts. The firm employs an active, long-term management approach, creating customized investment plans managed by a four-advisor team overseeing approximately $666 million in discretionary assets.

Active portfolio management Wealth management
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