Carmel Capital Partners, LLC
Carmel Capital Partners, LLC (CRD# 123907) is a financial advisory firm headquartered in San Diego, CA. They manage $95,802,400 in 101 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Carmel Capital Partners, LLC
By the Numbers
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Total Assets Under Management96MILLION
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Total Number of Accounts101ACCOUNTS
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Average Account Value$948,539
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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, MD, TX
Financial Advisors at Carmel Capital Partners, LLC
1
Anthony Josephson (CRD# 4604638) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in La Jolla, CA and has over 15 years of experience in the finance industry.
2
Russell Silberstein (CRD# 4374792) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in La Jolla, CA and has 1 year of experience in the finance industry.
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