CARMEL CAPITAL MANAGEMENT L.L.C.
SEC RegisteredSeeking a smoother path in an uncertain world.
About the firm
Headquartered in the heart of California's scenic Monterey Peninsula, Carmel Capital Management L.L.C. is a locally-owned, full-service investment advisory firm registered with the U.S. Securities and Exchange Commission. The firm provides comprehensive investment management and wealth management services for individuals, trusts, pension plans, and charitable and educational endowments and foundations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive investment management and wealth management services, including portfolio management, value investing, fundamental and quantitative research, risk management, and wealth planning for life transitions, philanthropy, women in transition, business owners, and retirement.
Who they serve
Individuals, trusts, pension plans, and charitable and educational endowments and foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 102 | $381M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CARMEL CAPITAL MANAGEMENT L.L.C. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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