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Carderock Capital Management, Inc.

Headquartered in CHEVY CHASE, MD

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Firm Information

Carderock Capital Management, Inc. is a registered investment advisor located in Chevy Chase, MD. The firm manages approximately $665,854,051 in assets and provides portfolio management services for individuals, businesses, and charitable organizations.

Carderock Capital Management, Inc.

2 WISCONSIN CIRCLE, SUITE 600

CHEVY CHASE, MD 20815-7020

$665.85M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CARDEROCK CAPITAL MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

CHEVY CHASE, MD

Advisors at Carderock Capital Management, Inc.

View All 4 Advisors
Unclaimed
James Williams Mersereau

CFA®, RA

CHEVY CHASE, MD

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Unclaimed
Daniel Alan Kane

CFA®, RA

CHEVY CHASE, MD

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Unclaimed
Stephen Frederick Knapp

CFA®, RA

CHEVY CHASE, MD

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Unclaimed
Jeanne C Goedecke

CFA®, RA

CHEVY CHASE, MD

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Disclosures

There are no public disclosures for Carderock Capital Management, Inc..

Frequently Asked Questions (9)

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