Carmel Capital Management L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, CA. Its latest Form ADV filing, dated February 27, 2026, reports $392M in regulatory assets under management, 6 employees, and 109 accounts.
Assets Under Management
$392M
Employees
6
Offices
--
Total Clients
102
Primary office
CARMEL, CA
26350 CARMEL RANCHO LANE, SUITE 225, CARMEL, CA, United States
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
102
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$392Mas of February 27, 2026
Discretionary100.0%
$392M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$392M
Total Accounts109
10Y AUM Change+$285M (+266.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee17:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.