CARMEL CAPITAL PARTNERS, LLC

CRD 123907File 801-64695

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$434.3M

Below cohort median (national)

Discretionary AUM

$431.2M

Non-discretionary $3.0M

Clients

263

782 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Sep 23, 2005
Principal office: 12760 HIGH BLUFF DRIVE, SUITE 210, SAN DIEGO, CA, 92130
Phone: 858-457-7544
Website: https://linkedin.com/company/carmelcapitalpartners

Assets & accounts

ADV Item 5F

Total regulatory AUM: $434.3M
Discretionary AUM: $431.2M
Non-discretionary AUM: $3.0M
Discretionary accounts: 777
Non-discretionary accounts: 5
Total accounts: 782
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$3.6M
High net worth individuals	94	$265.7M
Pooled investment vehicles	3	$16.4M
Pension and profit sharing plans	8	$43.1M
Individuals (other than high net worth individuals)	153	$105.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.