Unclaimed Profile

James Charles Brailean

KARMEL CAPITAL MANAGEMENT LLC·SOLANA BEACH, California

KARMEL CAPITAL MANAGEMENT LLC

512 VIA DE LA VALLE, SOLANA BEACH, CA 92075CRD# 6720398Firm CRD# 307701

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Charles Brailean · SOLANA BEACH, CA

Registration

CRD #6720398 · KARMEL CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

James Charles Brailean is a registered financial advisor based in SOLANA BEACH, California, affiliated with KARMEL CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

KARMEL CAPITAL MANAGEMENT LLC

AUM

$155M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at KARMEL CAPITAL MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6720398

Firm CRD# 307701

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Charles Brailean offer?

James Charles Brailean specializes in Retirement Planning. Contact their office in SOLANA BEACH, California for a consultation.

What are James Charles Brailean's credentials?

James Charles Brailean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Charles Brailean located?

James Charles Brailean is based in SOLANA BEACH, California, working with KARMEL CAPITAL MANAGEMENT LLC. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.

How does James Charles Brailean charge for services?

James Charles Brailean's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KARMEL CAPITAL MANAGEMENT LLC?

KARMEL CAPITAL MANAGEMENT LLC is a registered investment adviser with the SEC, managing $155M in regulatory assets under management. See their Form ADV for full details.

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