Fee-only adviser · Carmel, CA
Interlake Capital Management, LLC
Interlake Capital Management, LLC is a fee-only investment adviser registered with the securities regulators of California, Wisconsin, with its main office in Carmel, California. On its latest Form ADV, filed March 31, 2026, it reports $95M in regulatory assets under management, 25 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Wisconsin |
|---|---|
| Firm CRD number | 142577 |
| Office | 100 Clock Tower Place Suite 120 Carmel, CA 93923 |
| Phone | (608) 216-4548 |
| Website | interlakecapital.com |
| Regulatory assets under management | $95M ($19M discretionary) |
| Individual clients | 13 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Carmel
- Praetorian Guard, a Division of Praetorian Wealth Management,inc $599M
- No-Load Asset Management $67M
- Cypress Path Capital, LLC $82M
- Kilzer Wealth Management $15M
- Synergist Wealth Advisors $37M
- Neumeier Poma Investment Counsel LLC $1.4B
See all 11 fee-only advisers in Carmel →
Nearby
- Monterey 7 firms
- Carmel by the Sea 1 firm
- Carmel-By-The-Sea 1 firm
- Pebble Beach 1 firm
- Pacific Grove 1 firm
- Marina 1 firm
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