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KARMEL CAPITAL MANAGEMENT LLC
CRD 307701File 801-132661
APPROVED
Custody
Disclosure events
Filing as of Jul 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$636.1M
Above cohort median (national)
Discretionary AUM
$354.2M
Non-discretionary $281.9M
Clients
11
11 accounts
Employees
8
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 20, 2025
- Principal office
- 512 VIA DE LA VALLE, SUITE 207, SOLANA BEACH, CA, 92075
- Phone
- 858-208-3636
- Website
- http://www.karmelcapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $636.1M
- Discretionary AUM
- $354.2M
- Non-discretionary AUM
- $281.9M
- Discretionary accounts
- 9
- Non-discretionary accounts
- 2
- Total accounts
- 11
- AUM per client
- $57.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 11 | $636.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 6 | 11 | increased by5 |
| Apr 1, 2026 | AUM | $170,297,137 | $636,114,533 | increased by$465,817,396 |
| Apr 1, 2026 | Accounts | 6 | 11 | increased by5 |
| Dec 1, 2025 | Registration | — | APPROVED | |
| Aug 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KARMEL CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KARMEL CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.