CRD: 104570
Carderock Capital Management, Inc.
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- Custodian
- Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-20-1987
- Office Locations
- 1
Office Locations
About Carderock Capital Management, Inc.
Carderock Capital Management is an independent, fiduciary RIA serving individuals and families in the Washington, D.C. region since 1986. The firm runs disciplined, stock-by-stock and bond-by-bond portfolios built around each client’s goals, with an emphasis on risk management and transparency in holdings. Portfolio managers are firm shareholders, and clients receive quarterly statements plus annual in-person reviews.
Reported data analysis
What the numbers show
Between February 10, 2025 and February 3, 2026, reported AUM increased 1.7%, from $665.9M to $677.0M.
Across 5 reported observations, AUM decreased 1.5% between December 2, 2022 and February 3, 2026, from $687.6M to $677.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 221 clients, or 55.3 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 1 reported office location and 39 years in operation. The source data was last updated on February 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Platform
- Services
- Technology
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Owner & Executives
DANIEL ALAN KANE
Chief Compliance Officer, President, Secretary
- CRD
- #4470700
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JEANNE C GOEDECKE
Portfolio Manager
- CRD
- #5926992
STEPHEN FREDERICK KNAPP
Director
- CRD
- #7691311
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $676,977,368 | $1,422,221 |
| Non-Discretionary | $0 | -- |
| Total | $676,977,368 | $1,422,221 |
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Separately Managed Accounts
SMA allocation detail is available
Carderock Capital Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Carderock Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.