Skip to main content

CARMEL CAPITAL PARTNERS, LLC

SEC Form ADV profile.

Total regulatory AUM
$434,260,039
Discretionary
$431,222,042
Non-discretionary
$3,037,997

Firm details

CRD number
123907
SEC file number
801-64695
Main office
SAN DIEGO, CA, United States
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.