Carmel Capital Partners, LLC

Carmel Capital Partners, LLC (CRD# 123907) is a financial advisory firm headquartered in San Diego, CA. They manage $333,256,985 in 639 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
11750 Sorrento Valley Road, Suite 110, San Diego, CA 92121
https://linkedin.com/company/carmelcapitalpartners
By the Numbers
  • Total Assets Under Management
    333
    MILLION
  • Total Number of Accounts
    639
    ACCOUNTS
  • Average Account Value
    $521,529
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, LA, NH, TX, WA

Financial Advisors at Carmel Capital Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ryan Ponsford, financial advisor San Diego CA
Ryan S. Ponsford
CRD#: 4363535
5675 Ruffin Road, #300, San Diego, CA 92123

Ryan Ponsford (CRD# 4363535) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in San Diego, CA and has over 22 years of experience in the finance industry.

2
Russell Silberstein, financial advisor San Diego CA
Russell G. Silberstein
CRD#: 4374792
11750 Sorrento Valley Road, Suite 110, San Diego, CA 92121

Russell Silberstein (CRD# 4374792) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in San Diego, CA and has 1 year of experience in the finance industry.

3
John Wheeler, financial advisor San Diego CA
John M. Wheeler
CRD#: 1065898
11750 Sorrento Valley Road, Suite 110, San Diego, CA 92121

John Wheeler (CRD# 1065898) is an Investment Advisor Representative working at 303 Advisors, LLC in Encinitas, CA and has over 2 years of experience in the finance industry.

4
Stephanie Cunningham, financial advisor San Diego CA
Stephanie M. Cunningham
CRD#: 6283428
11750 Sorrento Valley Road, Suite 110, San Diego, CA 92121

Stephanie Cunningham (CRD# 6283428) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in San Diego, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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