CHEVY CHASE, MDCRD 104570Latest ADV February 3, 2026
Carderock Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chevy Chase, MD. Its latest Form ADV filing, dated February 3, 2026, reports $677M in regulatory assets under management, 4 employees, and 476 accounts.
Assets Under Management
$677M
Employees
4
Offices
--
Total Clients
221
Primary office
CHEVY CHASE, MD
2 WISCONSIN CIRCLE, SUITE 600, CHEVY CHASE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.6% of total clients.
Top client categories% of clientsClients
1
HNWI
70.6%
156
2
Individuals
24.9%
55
3
Pension Plans
2.3%
5
4
Charitable
2.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$677Mas of February 3, 2026
Discretionary100.0%
$677M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$677M
Total Accounts476
10Y AUM Change+$302M (+80.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee55:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.