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| Carmel Capital Management LLC
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| CRD # | 120675 |
| SEC # | 801-61225 |
| CIK # | 0001878547 |
| AUM | 392.0 M (2026-02-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 831-625-1375 |
| Address | 26350 Carmel Rancho Lane Carmel, CA 93923-8734 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001878547 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 43.8 | ||
| Vistra Energy Corp | 38.3 | ||
| Applied Materials Inc /DE | 30.4 | ||
| Citigroup Inc | 20.1 | ||
| ASML Holding NV | 18.4 | ||
| J P Morgan Chase & Co | 18.3 | ||
| KLA Tencor Corp | 17.6 | ||
| United Technologies Corp /DE/ | 15.5 | ||
| Teradyne Inc | 14.8 | ||
| East West Bancorp Inc | 13.5 | ||
| RBC Bearings Inc | 13.4 | ||
| Valero Energy Corp/Tx | 13.0 | ||
| NXP Semiconductors NV | 13.0 | ||
| Enersys | 12.8 | ||
| Apple Inc | 12.6 | ||
| Autozone Inc | 8.4 | ||
| Garrett Motion Inc | 5.7 | ||
| Microsoft Corp | 0.9 | ||
| SPDR Gold Trust | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.3 |
| (b) Individuals (high net worth individuals) | 102 | 380.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 10.6 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 109 | 392.0 |
| By Discretionary | ||
| Discretionary | 109 | 392.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 109 | 392.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 388.2 | |
| Total | 109 | 392.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001878547] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Key Capital Management Inc
✚
|
TN | 393.0 M |
|
C C Dunnavan & Co Inc
✚
|
MN | 392.7 M |
|
Atlatl Advisers LLC
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|
WI | 392.7 M |
|
Panoramic Capital Partners LLC
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|
OR | 392.7 M |
|
The Darrow Company Inc
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|
MA | 392.4 M |
|
Eastover Investment Advisors LLC
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|
NC | 392.3 M |
|
S&A Financial Services Inc
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|
KS | 392.3 M |
|
Oxinas Partners LLC
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|
IN | 391.0 M |
|
Equita Financial Network Inc
✚
|
PA | 391.0 M |
|
RMW Advisors LLC
✚
|
TX | 390.9 M |