CARMEL CAPITAL MANAGEMENT L.L.C.

26350 Carmel Rancho Lane
Suite 225
Carmel, California 93923-8734
Tel: 831-625-1375

About CARMEL CAPITAL MANAGEMENT L.L.C.

CARMEL CAPITAL MANAGEMENT LLC, formally registered with the SEC as CARMEL CAPITAL MANAGEMENT LLC. The firm was established in 06/03/2002. They have over 1 offices throughout the country.

CARMEL CAPITAL MANAGEMENT L.L.C. is a Carmel, California based Financial Planning firm with nearly $310,734,000 assets under management, offering retirement planning & investment advisory services to 103 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120675
SEC#	801-61225
Assets Managed by Firm	$310,734,000
No. of Clients	103
No. of Advisors	6

Fee Structure

A percentage of AUM
Other (CONSULTING FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (WEALTH & INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	103	$310,734,000
Individuals (other than high net worth individuals)	Fewer than 5 clients	$233,000
High net worth individuals	96	$301,600,000
Pension and profit sharing plans	Fewer than 5 clients	$8,668,000
Charitable organizations	Fewer than 5 clients	$233,000

More Retirement Planning firms in Carmel, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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