CARDEROCK CAPITAL MANAGEMENT, INC.
  • CARDEROCK CAPITAL MANAGEMENT, INC.
  • THE MERSEREAU COMPANY
  • MERSEREAU CO

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Adviser Profile

As of Date 02/03/2026
Registration SEC, Approved, 02/20/1987
ADV Location CHEVY CHASE, MD, United States
Contact Info (30 xxxxxxx
Websites
AUM* 676,977,368 14%
of that, discretionary 676,977,368 14%
Number of Employees 4 33%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 1,422,221 15%
% High Net Worth 70.59% 6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

688M 589M 491M 393M 295M 196M 98M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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