Carderock Capital Management, Inc.
Firm details
- Headquarters
- Chevy Chase, Maryland
- CRD number
- 104570
- Registered since
- February 20, 1987
- Website
- carderockcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI89.15%
- Charitable Organizations5.04%
- Individuals4.45%
- Pension & Profit Sharing Plans1.35%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Carderock Capital Management, Inc. is an SEC-registered investment advisor organized as a corporation and operating since 1987. The firm is owner-operated and serves both individual/family clients and institutional accounts. Its advisory work is concentrated on discretionary portfolio management for individuals, small businesses and for business or institutional clients. Compensation is primarily fee-based, using a percentage of assets under management and hourly billing where appropriate. Carderock does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- State & Local Bonds14%
- Investment Grade Corp Bonds13%
- US Government Bonds8%
- Cash & Cash Equivalents3%
Contacts
3 of 4
Stephen Knapp
Portfolio ManagerCRD 7691311
Jeanne Goedecke
Portfolio ManagerCRD 5926992
James Mersereau
Portfolio ManagerCRD 1951730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$725K in ETFs
100%
$725K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US TECHNOLOGY ETF (IYW) | BlackRock | Passive | Technology | $725K | 2,875 | 100.00% |
Location
Chevy Chase, MD
Montgomery
Location
Chevy Chase, MD
Headquartered in Chevy Chase, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 2 Wisconsin Cir
- Time zone
- ET (UTC-5)
- Office locations
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