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CARMEL CAPITAL MANAGEMENT L.L.C.

CRD 120675 · SEC 801-61225

Visit website

26350 CARMEL RANCHO LANE, SUITE 225, CARMEL, CA, 93923-8734, United States

Phone

831-625-1375

Fax

831-625-6493

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$392.0M

Discretionary AUM

$392.0M

Team

6 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; CONSULTING FEES

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersWEALTH & INVESTMENT CONSULTING

Client types

TypeClientsAUM
High net worth individuals102$380.8M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD