Skip to content

Ryan Scott Ponsford

Investment adviser representative at Carmel Capital Partners, LLC
15 yearsExperience
1 stateRegistered in
$434.3MFirm assets
21 yearsFirm in business

Are you Ryan Scott Ponsford? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Carmel Capital Partners, LLCOct 2023 to now
  2. Americna Advisors GroupMar 2017 to Jul 2022
  3. 303 Advisors, LLCApr 2014 to Oct 2023
  4. Akili CapitalDec 2011 to Oct 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (CA).

Carmel Capital Partners, LLC

$434.3MAssets managed
263Clients
5Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4363535
Firm CRD
123907
Advisor's SEC record (opens in a new tab)
CallContact this firm