Carderock Capital Management, Inc.
Carderock Capital Management, Inc. is an SEC-registered wealth manager in Chevy Chase, MD with $677.0M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Carderock Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104570, SEC 801-28840, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $677.0M (2026-02-03)
- Firm type
- Wealth Manager
- Location
- Chevy Chase, MD
- Employees
- 4
- Clients
- 221
- CRD
- 104570
- Ownership
- KANE, DANIEL, ALAN; MERSEREAU, JAMES, WILLIAMS; MERSEREAU, JAMES, GILL; YANO, GAIL
How much AUM does Carderock Capital Management, Inc. have?
Carderock Capital Management, Inc. reported $677.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Carderock Capital Management, Inc.?
Disclosed owners and executives of Carderock Capital Management, Inc. include KANE, DANIEL, ALAN, MERSEREAU, JAMES, WILLIAMS, MERSEREAU, JAMES, GILL, YANO, GAIL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.