Carderock Capital Management, Inc.

Carderock Capital Management provides discretionary investment management and project‑based consulting to individuals, trusts, estates, pension and profit‑sharing plans, and charitable organizations, including donor‑advised funds. Services described in the brochure include direct managed separate accounts, managed‑account programs delivered through other financial advisers, and custom consulting engagements.

The firm emphasizes active management of balanced portfolios of equities, fixed income and cash, developing a customized Investment Plan by modeling client and market data and implementing continuous supervision and re‑optimization. Carderock combines charting and quantitative technical analysis with fundamental, cyclical and factor analysis and generally pursues long‑term exposures while adjusting equity and bond weightings in response to market trends and client risk profiles.

Carderock discloses that it sometimes shares fees with financial advisers and treats certain referral arrangements as compensated endorsements under the Advisers Act Marketing Rule, entering into those arrangements only at a client’s election after full disclosure. The brochure also describes the firm’s distribution of performance‑related materials to clients—quarterly portfolio reconciliation analyses, largest‑20 equity holdings, top equity buys and sells and year‑to‑date summaries of gains and losses—and notes that the firm advertises performance results.