About Us

Carmel Capital Management, LLC 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. We offer full transparency and independent custodianship for all client portfolios. Professionals are CFA charterholders with extensive post-graduate education that uphold the highest ethical standards and pride themselves on their long-term clientele and strong relationships with client's CPAs and attorneys.