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, Fixed Fees
- Client types
- HNWI89.15%
- Charitable Organizations5.04%
- Individuals4.45%
- Pension & Profit Sharing Plans1.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Carderock Capital Management, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1987. It serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. The firm charges a mix of percentage-of-AUM fees and non-AUM fees (hourly and fixed fees). Carderock reports it is not an active ESG investor and is not a multi-state or pension consultant adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$762K in ETFs
100%
$762K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US TECHNOLOGY ETF (IYW) | BlackRock | Passive | Technology | $762K | 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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