Best Investors Account Sign in
Inactive

Daniel Alan Kane

Carderock Capital Management, Inc.

Chevy Chase, MD

CRD 4470700

Claim This Profile
Employer firm

Carderock Capital Management, Inc. CRD 104570

$677M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Carderock Capital Management, Inc.

2 Wisconsin Circle, Suite 600, Chevy Chase, MD 20815-7020 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-07
  • MD RA
    APPROVED
    Since 2025-01-07

Branch Locations

2 Wisconsin Circle, Suite 600, Chevy Chase, MD 20815-7020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carderock Capital Management, Inc. Chevy Chase MD 12/2002 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-26
  • S65 Uniform Investment Adviser Law Examination
    2001-04-26
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

TRITONPOINT WEALTH, LLC
ARTEMIS REAL ESTATE PARTNERS
TRITONPOINT CAPITAL, LLC

Nearby Investors

ANDREW KEVAN SCHIFF
Ryan Wilson Ferrell
WILLIAM ALAN STERLING

Nearby Offices

TRITONPOINT WEALTH, LLC · CHEVY CHASE, MD
ARTEMIS REAL ESTATE PARTNERS · CHEVY CHASE, MD
TRITONPOINT CAPITAL, LLC · CHEVY CHASE, MD

More in Chevy Chase, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor