Advisor at Carderock Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Carderock Capital Management, Inc.
Location
Chevy Chase, MD 20815-7020
Credentials
CFA®
Industry experience
3 years
Stephen Knapp is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Carderock Capital Management, Inc. since 2020. Prior to joining Carderock, he worked for eight years at S&P Global Market Intelligence. Carderock Capital Management is an independent SEC-registered investment manager serving individuals, high-net-worth clients, trusts, estates, pension, and charitable accounts. The firm employs an active, long-term management approach with customized investment plans and continuous portfolio supervision, managing approximately $666 million in discretionary assets.
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.80% $4,000,000+: 0.70%
$500 per hour for investment professionals; $125 per hour for staff; minimum fee $500 per project
Account minimum: $500,000 Minimum fee: $5,000 annually Fee-only: Investment advisory fees based on assets under management
2 Wisconsin Circle, Suite 600
Chevy Chase, MD 20815-7020
Maryland
Carderock Capital Management, Inc.
2020 - Present (6 years)
S&P Global Market Intelligence
2012 - 2020 (8 years)
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