Unclaimed Profile

Daniel Alan Kane

CARDEROCK CAPITAL MANAGEMENT, INC.·CHEVY CHASE, Maryland

Series 65Clean record24 years registeredCARDEROCK CAPITAL MANAGEMENT, INC.

2 WISCONSIN CIRCLE, SUITE 600, CHEVY CHASE, MD 20815-7020CRD# 4470700Firm CRD# 104570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Alan Kane · CHEVY CHASE, MD

Registration

CRD #4470700 · CARDEROCK CAPITAL MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

CARDEROCK CAPITAL MANAGEMENT, INC.

Jan 2025 – present

CARDEROCK CAPITAL MANAGEMENT, INC.

Jan 2002 – Dec 2024

CHEVY CHASE, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARDEROCK CAPITAL MANAGEMENT, INC.

CRD 104570 · SEC 801-28840

AUM

$594M

Regulatory assets under management

Employees

481 client accounts

Services offered by CARDEROCK CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CARDEROCK CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Alan Kane offer?

Daniel Alan Kane specializes in Investment Management, Wealth Management. Contact their office in CHEVY CHASE, Maryland for a consultation.

What are Daniel Alan Kane's credentials?

Daniel Alan Kane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Alan Kane located?

Daniel Alan Kane is based in CHEVY CHASE, Maryland, working with CARDEROCK CAPITAL MANAGEMENT, INC.. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.

How does Daniel Alan Kane charge for services?

Daniel Alan Kane's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARDEROCK CAPITAL MANAGEMENT, INC.?

CARDEROCK CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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