CARDEROCK CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 1987

Total AUM

$677M

Discretionary

$677M

100% of AUM

Avg account

$1.4M

Accounts

476

Employees

Advisory reps

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
Client types: HNWI89.15%
Charitable Organizations5.04%
Individuals4.45%
Pension & Profit Sharing Plans1.35%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Carderock Capital Management, Inc. is an SEC-registered investment advisory firm in operation since 1987. Structured as a corporation and owned privately, the firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory work centers on discretionary portfolio management for individuals, small businesses and institutions. Pricing is a blend of percentage-of-assets-under-management and hourly fees, and the firm does not position itself as an ESG-focused manager. Investment activity is concentrated in publicly traded equities, with a clear preference for exchange-traded positions. The firm uses active portfolio management to construct concentrated equity lineups while supplementing client exposure with mutual funds and select annuity products. Carderock also makes allocations to private placements as its primary route into alternatives.