Investment adviser · CRD 120675
CARMEL CAPITAL MANAGEMENT L.L.C.
Investment adviser filing (IA)
CARMEL, CA, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $392M Form ADV · Item 5.F
- Client accounts
- 109 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 102 | $380,793,000 | 97.1% |
| Retirement plans | Fewer than 5 | $10,639,000 | 2.7% |
| Individuals | Fewer than 5 | $298,000 | 0.1% |
| Charities | Fewer than 5 | $263,000 | 0.1% |
Filing source
Form ADV 2047963 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
26350 CARMEL RANCHO LANE, SUITE 225CARMEL, CA, 93923-8734, United States
CRD 120675
Filing source
Form ADV 2047963 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.