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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1999
- Office Locations
- 1
Office Locations
About Carmel Capital Management L.l.c.
Carmel Capital Management L.L.C. is a locally owned, SEC-registered RIA on California’s Monterey Peninsula providing investment management and wealth management for individuals, trusts, pension plans, and charitable and educational endowments and foundations. The firm emphasizes a disciplined, transparent approach, with portfolios often implemented primarily with ETFs and held at independent custodians (including Schwab). Team members are CFA charterholders/candidates and coordinate closely with clients’ CPAs and attorneys.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WEST DAVID WHITTAKER
Chief Compliance Officer, PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $391,993,000 | $3,596,266 |
| Non-Discretionary | $0 | -- |
| Total | $391,993,000 | $3,596,266 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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