Carderock Capital Management, Inc.

Carderock Capital Management, Inc. (CRD# 104570) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $380,936,201 in 385 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $989,445
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, TX, VA

Financial Advisors at Carderock Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel A. Kane
CRD#: 4470700
2 Wisconsin Circle, Suite 600, Chevy Chase, MD 20815
96
Wealthminder
score

Daniel Kane (CRD# 4470700) is an Investment Advisor Representative working at Carderock Capital Management, Inc. in Chevy Chase, MD and has over 15 years of experience in the finance industry.

2
James W. Mersereau
CRD#: 1951730
2 Wisconsin Circle, Suite 600, Chevy Chase, MD 20815
96
Wealthminder
score

James Mersereau (CRD# 1951730) is an Investment Advisor Representative working at Carderock Capital Management, Inc. in Chevy Chase, MD and has over 20 years of experience in the finance industry.

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