Skip to content

Daniel Kane

President, Secretary and Chief Compliance Officer at Carderock Capital Management in Chevy Chase, MD

Investment adviser registrationUpdated

Daniel Kane is President, Secretary and Chief Compliance Officer of Carderock Capital Management, Inc., an investment adviser managing $677M, and works from its Chevy Chase, MD office. Daniel Kane has been registered as an investment adviser representative through Carderock Capital Management since 7 January 2025, has 24 years in the industry across 1 firm and has passed the Series 65.

24
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Daniel Kane has been President, Secretary and Chief Compliance Officer of Carderock Capital Management since November 2006, is a control person of the firm and directly owns 75% or more of it.

Carderock Capital Management, Inc. is a Chevy Chase, MD firm with $677M under management, 221 clients and 4 advisers in one office, as of its February 2026 filing.

  1. – present · 24 years
    Chevy Chase, MD · Adviser representative · Firm CRD 104570

Credentials and registrations

Investment adviser representative registrations

Daniel Kane is registered as an investment adviser representative in Maryland, since January 2025.

  • MarylandSince 7 January 2025

Examinations

Series 6526 April 2001
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Daniel Alan Kane
CRD
4470700
Role
President, Secretary and Chief Compliance Officer
Office
2 WISCONSIN CIRCLE, SUITE 600, Chevy Chase, MD 20815-7020
Registration
Investment adviser registration
In the industry since
January 2002
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Daniel Kane work?

Daniel Kane has been President, Secretary and Chief Compliance Officer of Carderock Capital Management, Inc. since November 2006, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 3 February 2026

Is Daniel Kane a financial advisor?

Yes. Daniel Kane has a current investment-adviser registration in Maryland, through Carderock Capital Management since January 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Daniel Kane have?

Daniel Kane has 24 years in the financial industry, since January 2002, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Daniel Kane passed?

Daniel Kane passed the Series 65 in April 2001.

Source: IAPD individual record, checked 22 October 2026

Where is Daniel Kane based?

Daniel Kane’s registered office is in Chevy Chase, MD.

Source: IAPD individual record, checked 22 October 2026

Is Daniel Kane registered with FINRA?

No. Daniel Kane has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Daniel Kane’s record?

Search CRD 4470700 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Kane’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 4470700, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Carderock Capital Management, Inc., filed 3 February 2026. Title, control and ownership bands.