Overview
Assets Under Management: $666 million
Headquarters: CHEVY CHASE, MD
High-Net-Worth Clients: 153
Average Client Assets: $4 million
Frequently Asked Questions
CARDEROCK CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104570), CARDEROCK CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CARDEROCK CAPITAL MANAGEMENT, INC. is headquartered in CHEVY CHASE, MD.
CARDEROCK CAPITAL MANAGEMENT, INC. serves 153 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, CARDEROCK CAPITAL MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CARDEROCK CAPITAL MANAGEMENT, INC. manages $666 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, CARDEROCK CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.07
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 476
Discretionary Accounts: 476
Regulatory Filings
CRD Number: 104570
Last Filing Date: 2025-02-10 00:00:00
Website: https://carderockcapital.com