# CARMEL CAPITAL MANAGEMENT L.L.C.

CARMEL CAPITAL MANAGEMENT L.L.C. of CARMEL, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 120675
- Type: SEC-registered investment adviser
- SEC file number: 801-61225
- Location: 26350 CARMEL RANCHO LANE, SUITE 225, CARMEL, CA, 93923-8734
- Phone: 831-625-1375
- Latest filing: 2026-02-27
- Regulatory AUM: $392.0M
- Discretionary AUM: $392.0M
- Clients: 6
- Accounts: 109

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [West David Whittaker](https://search.stillhousedata.com/person/726700) | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| [WHITTAKER WEST DAVID](https://search.stillhousedata.com/person/758936) | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-07-26 | regulatory | THE SEC ALLEGED THAT THE ADVISORY FIRM FAILED TO TIMELY FILE, DELIVER AND POST ITS FORM CRS TO THE FIRM'S WEBSITE. | Final | $25K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120675/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120675/similar
- Related entities: https://search.stillhousedata.com/firm/120675/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120675

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.