Carmel Partners

Carmel Partners (CRD# 160892) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,778,437,000 in 6 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,778
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $629,739,500
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
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, CO, DC, FL, HI, TX, WA

Financial Advisors at Carmel Partners
Showing 1 - 8 of 8 top financial advisors.
1
Quinn R. Barton
CRD#: 2379475
1000 Sansome Street, First Floor, San Francisco, CA 94111
93
Wealthminder
score

Quinn Barton (CRD# 2379475) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has over 24 years of experience in the finance industry.

2
David R. McWhorter
CRD#: 2788885
1000 Sansome Street, First Floor, San Francisco, CA 94111
93
Wealthminder
score

David McWhorter (CRD# 2788885) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has over 20 years of experience in the finance industry.

3
Ron D. Zeff
CRD#: 1371837
1000 Sansome Street, First Floor, San Francisco, CA 94111
93
Wealthminder
score

Ron Zeff (CRD# 1371837) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has over 32 years of experience in the finance industry.

4
Christopher J. Beda
CRD#: 6026965
1000 Sansome Street, First Floor, San Francisco, CA 94111
87
Wealthminder
score

Christopher Beda (CRD# 6026965) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has 1 year of experience in the finance industry.

5
Michael G. Halper
CRD#: 6353146
1000 Sansome Street, First Floor, San Francisco, CA 94111
87
Wealthminder
score

Michael Halper (CRD# 6353146) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has 1 year of experience in the finance industry.

6
Michael A. Lahorgue
CRD#: 6370736
1000 Sansome Street, First Floor, San Francisco, CA 94111
87
Wealthminder
score

Michael Lahorgue (CRD# 6370736) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has 1 year of experience in the finance industry.

7
Dennis W. Markus
CRD#: 6132657
1000 Sansome Street, First Floor, San Francisco, CA 94111
87
Wealthminder
score

Dennis Markus (CRD# 6132657) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has 1 year of experience in the finance industry.

8
Donald D. Campbell
CRD#: 6026962
1000 Sansome Street, First Floor, San Francisco, CA 94111
67
Wealthminder
score

Donald Campbell (CRD# 6026962) is an Investment Advisor Representative working at Carmel Partners in San Francisco, CA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.