Carmel Capital Partners, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

123907

SEC number

801-64695

Firm type

RIA

Assets under management

$434.3M as of Mar 27, 2026

Website

linkedin.com/company/carmelcapitalpartners ↗

Phone

858-457-7544

Address

12760 High Bluff Drive, San Diego, CA, 92130

Advisors at this firm

8 in our index · page 1 of 1

• Stephanie Marie CunninghamCRD 6283428 · San Diego, CA
  IA Registered
• Chelsey Davene FrateCRD 6013932 · San Diego, CA
  IA RegisteredRegistration inactive
• Susan J FerrariCRD 7469689 · San Diego, CA
  IA Registered
• Ryan Scott PonsfordCRD 4363535 · San Diego, CA
  IA Registered
• John Wesley SedberryCRD 4413002 · San Diego, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Russell Gavin SilbersteinCRD 4374792 · San Diego, CA
  IA Registered
• Kevin Eugene SilvermanCRD 1132363 · Highland Park, IL
  IA Registered
• John Mark WheelerCRD 1065898 · Port Charlotte, FL
  IA Registered
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.