Carmel Capital Management LLC
Carmel Capital Management LLC (CRD# 120675) is a financial advisory firm headquartered in Carmel, CA. They manage $107,000,000 in 98 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management107MILLION
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Total Number of Accounts98ACCOUNTS
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Average Account Value$1,091,837
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Carmel Capital Management LLC
No Advisor Found.
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