Data / Investment advisers / Maryland / Carderock Capital Management, Inc.
Carderock Capital Management, Inc., Chevy Chase, MD: $677 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Carderock Capital Management, Inc. is an SEC registered investment adviser with its main office in Chevy Chase, Maryland and reports $677 million in regulatory assets under management in its Form ADV filed October 12, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Carderock Capital Management, Inc. (CRD number 104570): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 104570
- SEC file number
- 801-28840
- SEC status
- Approved, effective February 20, 1987
- Main office
- 2 Wisconsin Circle, Suite 600, Chevy Chase, MD 20815
- Phone
- (301) 951-5288
- Website
- carderockcapital.com
- Regulatory AUM
- $676,977,368 in the Form ADV filed October 12, 2026
- Discretionary AUM
- $676,977,368
- Accounts
- 476
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 156 | $603.6 million |
| Charitable organizations | 5 | $34.1 million |
| Individuals (other than high net worth individuals) | 55 | $30.1 million |
| Pension and profit sharing plans | 5 | $9.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $677 million | February 3, 2026 |
| December 1, 2025 | $665.9 million | February 10, 2025 |
Other advisers in Chevy Chase
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| New Century Advisors, LLC | Chevy Chase | $4.31 billion | Not listed | adviserinfo.sec.gov |
| FCP | Chevy Chase | $3.48 billion | 7 | adviserinfo.sec.gov |
| Enlightenment Capital | Chevy Chase | $2.12 billion | 14 | adviserinfo.sec.gov |
| Alliance Partners LLC | Chevy Chase | $1.94 billion | Not listed | adviserinfo.sec.gov |
| Tritonpoint Wealth, LLC | Chevy Chase | $1.55 billion | Not listed | adviserinfo.sec.gov |
| HZ Investments Inc. | Chevy Chase | $591.4 million | Not listed | adviserinfo.sec.gov |
| Augment Infrastructure Managers Advisory LLC | Chevy Chase | $337.1 million | 3 | adviserinfo.sec.gov |
| Caro Investors | Chevy Chase | $316.7 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chevy Chase, MD
- Investment advisers in Maryland
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Carderock Capital Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.