Carmel Capital Management L.l.c.
Carmel Capital Management L.l.c. is an SEC-registered wealth manager in Carmel, CA with $392.0M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Carmel Capital Management L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120675, SEC 801-61225, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $392.0M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Carmel, CA
- Employees
- 6
- Clients
- 102
- CRD
- 120675
- Ownership
- WHITTAKER, WEST, DAVID
How much AUM does Carmel Capital Management L.l.c. have?
Carmel Capital Management L.l.c. reported $392.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Carmel Capital Management L.l.c.?
Disclosed owners and executives of Carmel Capital Management L.l.c. include WHITTAKER, WEST, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.