# Carney Portfolio Management Inc.

> Carney Portfolio Management Inc. is a state-registered investment advisory firm in Costa Mesa, CA, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 132883
- Filed as: CARNEY PORTFOLIO MANAGEMENT INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Costa Mesa, CA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132883
- AdvisorCensus page: https://advisorcensus.com/firm/carney-portfolio-management-inc-costa-mesa-ca-132883

## Quick answers

**How is Carney Portfolio Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Carney Portfolio Management Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is Carney Portfolio Management Inc. located?**
Carney Portfolio Management Inc.'s principal office is in Costa Mesa, CA, according to its Form ADV.

**Is Carney Portfolio Management Inc. registered with the SEC or a state?**
Carney Portfolio Management Inc. is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 132883.

**How much does Carney Portfolio Management Inc. manage?**
Carney Portfolio Management Inc. reports $92,827,076 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Carney Portfolio Management Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (12).

**Does Carney Portfolio Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132883

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $92,827,076
- Discretionary: $92,827,076
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,078,867 |
| High net worth individuals | 27 | $91,748,209 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- carneypm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carney Portfolio Management Inc. (CRD 132883): Form ADV filing data as of October 2026.