Carmel Capital Management L.L.C.

Headquartered in the heart of California’s scenic Monterey Peninsula, Carmel Capital Management L.L.C. is a locally-owned, full-service investment advisory firm registered with the U.S. Securities and Exchange Commission.

The firm provides comprehensive investment management and wealth management services for individuals, trusts, pension plans, and charitable and educational endowments and foundations.  Our diligence, objectivity and disciplined approach to portfolio management have been preserving and growing our clients’ wealth since 1999.

We offer full transparency and independent custodianship for all client portfolios.  Professionals are CFA charterholders, or CFA candidates, with extensive postgraduate education who uphold the highest ethical standards and pride themselves on their long-term clientele and strong relationships with clients’ CPAs and attorneys.