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The fee is billed in advance, is negotiable, has a $5,000 annual minimum and requires an account of at least $500,000.","source":"CARDEROCK CAPITAL MANAGEMENT, INC., filed 12 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Carderock Capital Management use?","answer":"Carderock Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $666M and U.S. Bank (Cincinnati, OH), with $11.1M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Carderock Capital Management have?","answer":"Carderock Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Carderock Capital Management invest in?","answer":"At the end of its last fiscal year, Carderock Capital Management’s separately managed accounts held 62% exchange-traded equities, 14% state and local bonds, 13% investment grade corporate bonds, 8% U.S. government and agency bonds and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Carderock Capital Management have a minimum investment?","answer":"Yes, Carderock Capital Management’s minimum account size for its Direct Managed Account Services is $500K. It charges a $5K annual minimum fee.","source":"CARDEROCK CAPITAL MANAGEMENT, INC., filed 12 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Carderock Capital Management?","answer":"Carderock Capital Management’s direct owner is Daniel Kane (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Carderock Capital Management get paid?","answer":"Carderock Capital Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Carderock Capital Management registered with the SEC?","answer":"Yes, Carderock Capital Management has been registered with the SEC as an investment adviser since 20 February 1987. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}