CARNEY PORTFOLIO MANAGEMENT INC.

CARNEY PORTFOLIO MANAGEMENT INC. of COSTA MESA, CA is an SEC-registered investment adviser (CRD 132883). Regulatory assets under management: $92.8M.

Registration

• CRD: 132883
• Type: Registered investment adviser
• Location: 950 SOUTH COAST DRIVE, COSTA MESA, CA, 92627
• Phone: 949-433-0647
• Latest filing: 2026-02-12
• Regulatory AUM: $92.8M
• Discretionary AUM: $92.8M
• Clients: 1
• Accounts: 84

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132883 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search