Karp Capital Management Corporation

Karp Capital Management Corporation (CRD# 131834) is a financial advisory firm headquartered in Sausalito, CA. They manage $248,196,773 in 683 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    683
    ACCOUNTS
  • Average Account Value
    $363,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
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, TX

Financial Advisors at Karp Capital Management Corporation
Showing 1 - 4 of 4 top financial advisors.
1
Robert E. Driscoll
CRD#: 5679410
221 Caledonia Street, Sausalito, CA 94965
90
Wealthminder
score

Robert Driscoll (CRD# 5679410) is an Investment Advisor Representative working at Karp Capital Management Corporation in Sausalito, CA and has over 4 years of experience in the finance industry.

2
David M. Eshelman
CRD#: 5007062
14415 Big Basin Way Suite B, Saratoga, CA 95070
87
Wealthminder
score

David Eshelman (CRD# 5007062) is an Investment Advisor Representative working at Karp Capital Management Corporation in Saratoga, CA and has 1 year of experience in the finance industry.

3
Peter C. Karp
CRD#: 2335003
221 Caledonia St., Sausalito, CA 94965
83
Wealthminder
score

Peter Karp (CRD# 2335003) is an Investment Advisor Representative working at Karp Capital Management Corporation in Sausalito, CA and has over 25 years of experience in the finance industry.

4
Erik R. Midas
CRD#: 5529235
221 Caledonia Street, Sausalito, CA 94965
81
Wealthminder
score

Erik Midas (CRD# 5529235) is an Investment Advisor Representative working at Karp Capital Management Corporation in Sausalito, CA and has over 9 years of experience in the finance industry.

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