Carmel Capital Partners, LLC
Carmel Capital Partners, LLC is a wealth management and investment advisory firm headquartered in San Diego, California. Founded in 2003, the firm specializes in serving individuals, families, and entrepreneurs, providing investment management and financial planning services focused on growth, security, and long-term impact. As of 2025, the firm employs approximately 8 professionals.
Investment Strategy
Carmel Capital Partners utilizes a personalized, goals-based investment approach, combining asset allocation and rigorous research to deliver risk-managed portfolios tailored to client needs. The firm emphasizes long-term growth, tax efficiency, and comprehensive planning across equities, fixed income, and alternative assets for individuals and families seeking wealth stewardship and generational planning.
Top Holdings
Equity Positions (154)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 10.53% | $30.0M | 596,792 | $50.30 | $50.31 | -$4.9M |
H HD | HOME DEPOT INC | 10.42% | $29.7M | 81,034 | $367.06 | $366.64 | +$618.1K |
P PLTR | PALANTIR TECHNOLOGIES INC | 5.97% | $17.0M | 124,964 | $16.53 | $136.32 | +$5.8M |
L LEN | LENNAR CORP | 3.88% | $11.1M | 100,010 | $119.57 | $110.61 | -$1.1M |
P PFXF | VANECK ETF TRUST | 2.97% | $8.5M | 494,913 | $17.27 | $17.12 | +$773.5K |