James Mersereau
Carderock Capital Management · Chevy Chase, Maryland
James Mersereau is a fee-only financial advisor at Carderock Capital Management in Chevy Chase, Maryland, who holds the CFA credential. Carderock Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Carderock Capital Management |
|---|---|
| Based in | Chevy Chase, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $677.0M across 476 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD · CRD 1951730 |
| Exams passed | Series 65 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.carderockcapital.com |
How James's firm compares
- Carderock Capital Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 476 accounts).
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Questions about James
Is James Mersereau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Carderock Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Carderock Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Mersereau based?
James Mersereau is based in Chevy Chase, Maryland.
What credentials does James Mersereau hold?
James Mersereau holds the CFA credential.
Is James Mersereau registered with the SEC?
Yes. James Mersereau is registered as an investment adviser representative in MD (CRD 1951730), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carderock Capital Management manage?
Carderock Capital Management reports $677.0M across 476 accounts in assets under management.
How do I contact James Mersereau?
Through James's website, www.carderockcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chevy Chase
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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