{
  "crd_number": 104570,
  "slug": "carderock-capital-management-inc-chevy-chase-md-104570",
  "primary_business_name": "CARDEROCK CAPITAL MANAGEMENT, INC.",
  "legal_name": "CARDEROCK CAPITAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Chevy Chase",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1987-02-20",
  "years_registered": 39,
  "period": "2026-10-01",
  "filing_date": "2026-02-03",
  "carried_forward": false,
  "raum_total": 676977368.0,
  "raum_discretionary": 676977368.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 34136428.0,
      "count": 5
    },
    "individuals": {
      "raum": 30134777.0,
      "count": 55
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 9147949.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 603558214.0,
      "count": 156
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DC",
    "FL",
    "MA",
    "MD",
    "NC",
    "NY",
    "VA"
  ],
  "websites": [
    "https://carderockcapital.com",
    "https://linkedin.com/company/carderockcapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104570",
  "city_as_filed": "CHEVY CHASE",
  "url": "https://advisorcensus.com/firm/carderock-capital-management-inc-chevy-chase-md-104570",
  "display_name": "Carderock Capital Management, Inc.",
  "summary": "Carderock Capital Management, Inc. is an SEC-registered investment advisory firm in Chevy Chase, MD, registered since 1987, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 3, 2026.",
  "citation": "AdvisorCensus. Carderock Capital Management, Inc. (CRD 104570): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Carderock Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Carderock Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Carderock Capital Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 3, 2026 states: Hourly rate: $500 an hour (investment professionals). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Carderock Capital Management, Inc. located?",
      "a": "Carderock Capital Management, Inc.'s principal office is in Chevy Chase, MD, according to its Form ADV."
    },
    {
      "q": "Is Carderock Capital Management, Inc. registered with the SEC or a state?",
      "a": "Carderock Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 104570."
    },
    {
      "q": "How much does Carderock Capital Management, Inc. manage?",
      "a": "Carderock Capital Management, Inc. reports $676,977,368 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Carderock Capital Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Carderock Capital Management, Inc.: Regulatory assets under management: $564,972,973 in the October 2021 data and $676,977,368 in the October 2026 data, up 20%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Carderock Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (156); individuals (other than high net worth individuals) (55); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Carderock Capital Management, Inc. use?",
      "a": "Carderock Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and U.S. Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Carderock Capital Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104570"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 564972973.0,
      "total_employees": 4,
      "filing_date": "2021-07-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 687608832.0,
      "total_employees": 5,
      "filing_date": "2022-06-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 551302799.0,
      "total_employees": 3,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 593606528.0,
      "total_employees": 3,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 665854051.0,
      "total_employees": 4,
      "filing_date": "2025-02-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 676977368.0,
      "total_employees": 4,
      "filing_date": "2026-02-03"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (investment professionals)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (investment professionals)"
        ],
        "quotes": [
          "Fees are charged on an hourly basis (in half -hour increments) at a rate of $500 for investment professionals and $125 for staff, with a minimum fee of $500 per project."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "investment professionals"
        }
      ]
    },
    "quotes": [
      "Fees are charged on an hourly basis (in half -hour increments) at a rate of $500 for investment professionals and $125 for staff, with a minimum fee of $500 per project."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "U.S. Bank",
      "name_as_filed": "U.S. BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/carderock-capital-management-inc-chevy-chase-md-104570.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 55,
      "fewer_than_5": false,
      "raum": 30134777.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 156,
      "fewer_than_5": false,
      "raum": 603558214.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 9147949.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 34136428.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104570",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}