# Carmel Capital Management

Carmel Capital Management is a null based in Carmel, United States.

## Overview

- **Organization type:** null
- **Headquarters:** Carmel, United States
- **Region:** North America
- **Address:** Carmel, CA, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** carmelcapital.com
- **LinkedIn:** https://www.linkedin.com/company/carmel-capital-management

## Regulatory record

- **CRD number:** 120675
- **SEC file number:** 801-61225
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-27T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120675

## About

Carmel Capital Management was established in 1999 as a California wealth manager and registered investment advisor. The firm supplies investment advisory services that include financial planning, investment management, and portfolio construction. It serves a broad client base of individuals, high-net-worth individuals, family offices, corporations, endowments, foundations, and trusts. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are verifiable. The firm operates as a conventional registered investment advisor without documented hybrid structures, co-investor clubs, or succession arrangements that differentiate it from peer RIAs.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Carmel Capital Management?

No named principals or CIO appear in public records.

### Does Carmel Capital Management participate in fund commitments or only direct deals?

Available information does not specify fund commitments versus direct investments.

### What investment stages does Carmel Capital Management typically target?

No stage preferences are disclosed in the firm's description.

## Related profiles

- [Carmandalian Financial Group](https://altss.com/profile/carmandalian-financial-group)
- [Carmelina Capital Partners](https://altss.com/profile/carmelina-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/carmel-capital-management

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