Overview
Assets Under Management: $311 million
Headquarters: CARMEL, CA
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Frequently Asked Questions
CARMEL CAPITAL MANAGEMENT L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120675), CARMEL CAPITAL MANAGEMENT L.L.C. is subject to fiduciary duty under federal law.
CARMEL CAPITAL MANAGEMENT L.L.C. is headquartered in CARMEL, CA.
CARMEL CAPITAL MANAGEMENT L.L.C. serves 96 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, CARMEL CAPITAL MANAGEMENT L.L.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CARMEL CAPITAL MANAGEMENT L.L.C. manages $311 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, CARMEL CAPITAL MANAGEMENT L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 103
Discretionary Accounts: 103
Regulatory Filings
CRD Number: 120675
Last Filing Date: 2025-01-27 00:00:00
Website: https://carmelcapital.com