CRD: 104570
Carderock Capital Management, Inc.
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- Custodian
- Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- CatalystHorizon
- 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.
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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
Focus oak
Fusion catalyst
- CRD
- #27815
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
Total SMA Asset: $676,977,368
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $202,473,857 | 8.3% |
| Municipal Bonds | $961,140,962 | 39.4% |
| Corporate - Investment Grade | $468,373,260 | 19.2% |
| U.S. Government/Agency | $526,919,918 | 21.6% |
| Cash | $280,536,068 | 11.5% |
| Total | $2,439,444,065 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR SIGNAL GLACIER | FOCUS OPTIMA | MKHPJBR9E | IJMJ | 1.26% | $111,372,450 |
| PEAK RADIAL ATLAS | HARBOR DELTA | P832FPSF3 | SBY | 11.73% | $12,115,095 |
| LEGACY RADIAL | INSIGHT RADIAL | VJR7EYCIK | YETW | 9.99% | $20,585,510 |
| EAGLE EMBER | BRIDGE OPTIMA | V57644J23 | WJNG | 11.81% | $19,751,481 |
| QUANTUM BEACON VITAL | VECTOR FUSION | 2820R7EKR | QOSZE | 4.59% | $23,943,981 |
| CATALYST MOMENTUM | VERTEX UNISON | 0NCCK1SDS | VNK | 12.32% | $39,432,365 |
| VECTOR BEACON DELTA | VECTOR BEACON | QK33TMR8Q | NZEB | 2.49% | $51,523,914 |
| VECTOR SUMMIT ALPHA | FUSION CATALYST | CSADWHY9B | LBJ | 4.80% | $73,128,419 |