Carderock Capital Management, Inc.

Carderock Capital Management, Inc. (CRD# 104570) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $593,606,528 in 481 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    594
    MILLION
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $1,234,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, NC, VA

Financial Advisors at Carderock Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Daniel A. Kane
CRD#: 4470700
2 Wisconsin Circle, Suite 600, Chevy Chase, MD 20815

Daniel Kane (CRD# 4470700) is an Investment Advisor Representative working at Carderock Capital Management, Inc. in Chevy Chase, MD and has over 22 years of experience in the finance industry.

2
James W. Mersereau
CRD#: 1951730
2 Wisconsin Circle, Suite 600, Chevy Chase, MD 20815

James Mersereau (CRD# 1951730) is an Investment Advisor Representative working at Carderock Capital Management, Inc. in Chevy Chase, MD and has over 27 years of experience in the finance industry.

3
Stephen F. Knapp
CRD#: 7691311
2 Wisconsin Circle, Suite 600, Chevy Chase, MD 20815

Stephen Knapp (CRD# 7691311) is an Investment Advisor Representative working at Carderock Capital Management, Inc. in Chevy Chase, MD and has 1 year of experience in the finance industry.

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