Chevy Chase, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Carderock Capital Management, Inc.
Team
Firm-wide stats for Carderock Capital Management, Inc.
About
Carderock provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, and charitable organizations, delivering services both directly and through other financial advisers. The firm also offers dedicated financial planning—either bundled with management or on a stand-alone basis—and project-based consulting for specific client needs.
The firm’s investment process centers on active, primarily long-term management across equities, fixed income and cash, implemented through a customized Investment Plan built from a model of client and market data. Carderock combines fundamental, quantitative and technical analysis, maintains an internal equity model and continuously supervises and re-optimizes portfolios to adjust exposures and rebalance as market conditions and client circumstances change.
Carderock discloses that it sometimes shares advisory fees with referring financial advisers and treats those arrangements as compensated endorsements under the SEC’s Marketing Rule, and it provides regular performance‑related reporting to clients (including portfolio appraisal reports and year‑to‑date summaries of gains/losses) that feed into billing and client communications. With a small advisory team that includes multiple CFA charterholders, roughly $677 million in discretionary assets under management and policies that prohibit proxy voting and discourage employee participation in IPOs/ICOs/private placements, the firm combines team-based oversight with active portfolio management and explicit disclosure of paid referral practices.
Based on Carderock Capital Management, Inc.
Expertise
Based on Carderock Capital Management, Inc.
Location
2 Wisconsin Circle, Suite 600
Chevy Chase MD 20815-7020
Advisors at this office
4
Advisors at this office
Stephen K
CFA®
Chevy Chase, MD
Carderock Capital Management, Inc.
Stephen Knapp is a CFA® charterholder with six years at Carderock Capital Management, Inc. and eight years of prior experience at S&P Global Market Intelligence, totaling 14 years in the financial industry. He is based in Chevy Chase, MD. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, long-term investment approach that integrates fundamental, quantitative, and technical analysis, customizing portfolios based on client and market data.
James M
CFA®, Series 65
Chevy Chase, MD
Carderock Capital Management, Inc.
James Mersereau is a CFA® charterholder and holds a Series 65 license, with 36 years of industry experience. He has been with Carderock Capital Management, Inc. since 1986. Carderock Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pensions, profit-sharing plans, and charitable organizations. The firm employs an active, primarily long-term investment approach using fundamental, quantitative, and technical analysis to build customized investment plans.
Jeanne G
CFA®
Chevy Chase, MD
Carderock Capital Management, Inc.
Jeanne Goedecke is a CFA® charterholder with two years of industry experience. She currently works at Carderock Capital Management, Inc. and previously held roles at Hancock Whitney and Regions. Carderock Capital Management, Inc. provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, primarily long-term investment approach that integrates fundamental, quantitative, and technical analysis through customized investment plans.
Daniel K
CFA®, Series 65
Chevy Chase, MD
Carderock Capital Management, Inc.
Daniel Kane is a CFA charterholder with 24 years of experience in the financial industry. He has been with Carderock Capital Management, Inc. since 2002. Carderock Capital Management, Inc. provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs an active, long-term investment approach that integrates fundamental, quantitative, and technical analysis to create customized portfolios tailored to client needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)