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Carmel Capital Management L.L.C.
Carmel Capital Management L.L.C., founded in 1999 and headquartered in Carmel, California, is a locally-owned, SEC-registered investment advisory firm. The firm specializes in providing comprehensive investment management and wealth management services for individuals, trusts, pension plans, and charitable and educational institutions. It emphasizes diligence, objectivity, and a disciplined approach to portfolio management. Carmel Capital employs professionals with CFA credentials or candidacy and is committed to transparent relationships and high ethical standards. The firm currently manages nearly $300 million in assets and has a longstanding commitment to serving clients in the Monterey Peninsula region and beyond.
Investment Strategy
Carmel Capital Management L.L.C. employs a disciplined, client-centered investment approach focused on long-term preservation and growth of client wealth. The firm provides full transparency and independent custodianship of assets, tailoring portfolios to meet the specific objectives and risk profiles of individuals, trusts, and institutional clients such as endowments and foundations. The investment team, comprised largely of CFA charterholders, integrates rigorous analysis, maintains strong client-advisor relationships, and emphasizes ethical standards in their portfolio construction and wealth management strategies.
Latest 13F Filing Activity
Carmel Capital Management L.L.C. filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $297M. The fund increased holdings in Vistra Corp., Broadcom Inc., Applied Matls Inc. among other positions. Carmel Capital Management L.L.C. reduced exposure to Fiserv Inc., Apple Inc., Graphic Packaging HLDG Co. among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VST | VISTRA CORP | 16.65% | $49.4M | 254,764 | $27.54 | $193.81 | +$19.4M |
A AVGO | BROADCOM INC | 14.47% | $42.9M | 155,660 | $66.00 | $275.65 | +$16.8M |
J JPM | JPMORGAN CHASE & CO. | 5.99% | $17.8M | 61,272 | $154.98 | $289.91 | +$2.7M |
A AMAT | APPLIED MATLS INC | 5.38% | $15.9M | 87,085 | $151.52 | $183.07 | +$3.3M |
C C | CITIGROUP INC | 5.00% | $14.8M | 174,225 | $60.57 | $85.12 | +$2.5M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Analyst | Bellingham, WA , United States | |
 | Associate Analyst | Carmel-by-the-Sea, CA , United States | |
 | Associate Analyst | Carmel-by-the-Sea, CA , United States |
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