What departments does Carmel Capital Partners have?

Carmel Capital Partners has employees across 1 departments including Administrative.

What is the largest department at Carmel Capital Partners?

The largest department at Carmel Capital Partners is Administrative with 1 employees.

Where are Carmel Capital Partners employees located globally?

Carmel Capital Partners has employees across 2 continents and 2 countries including United States Of America, Brazil.

How has Carmel Capital Partners's team size changed over time?

Carmel Capital Partners's team has decreased from approximately 13 to 12 employees based on available data.

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Carmel Capital Partners Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Carmel Capital Partners operates in the financial services sector, providing tax-conscious investment management and estate planning services for families. The firm aims to coordinate these wealth-management activities with a client’s professional network to support long-term wealth strategies. Based in San Diego, California, the company serves clients through a small to mid-sized team, emphasizing coordinated planning that integrates investment decisions with estate considerations. The organization positions itself as a registered investment adviser offering advisory services, with a focus on professional collaboration and personalized, family-centered financial guidance.

Carmel Capital Partners Global Highlights

North America
14

United States Of America
14

South America
1

Brazil
1

Carmel Capital Partners's Leadership

M. H.
Partner
Mobile Phone
Email
S. R.
Ocmo
Mobile Phone
Email

Carmel Capital Partners Employee Metrics

100%

50%

2026

2025

Banking
Entrepreneurship
Other
Finance

Contact profiles from Carmel Capital Partners

Name

Title

Contact

Location

Last Update

M. H.
Partner
Mobile Phone
Email
United States, New York
May 28, 2026
S. R.
Ocmo
Mobile Phone
Email
United States, Connecticut
Jun 25, 2026

Frequently Asked Questions

What is Carmel Capital Partners known for?

Carmel Capital Partners was founded in 1997 and operates in the Financial Services industry. Explore Carmel Capital Partners's company overview page for more information.

What is Carmel Capital Partners's most common email format?

Carmel Capital Partners employees' email format typically follows the pattern of First@carmelcap.com. Trying to find reliable and up-to-date employee contact data? Find more Carmel Capital Partners email formats with LeadIQ.

How many employees does Carmel Capital Partners have currently?

Carmel Capital Partners has approximately 13 employees as of September 2026. These team members are located across 2 continents, including North America and South America.

Who are Carmel Capital Partners's key employees and leadership?

As of September 2026, Carmel Capital Partners's key employees include:

Partner: M. H.
Ocmo: S. R.

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Carmel Capital Partners Employee Directory

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