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CARNEGIE INVESTMENT COUNSEL
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC
CRD 150488 · SEC 801-70242
30300 CHAGRIN BOULEVARD, PEPPER PIKE, OH, 44124-5725, United States
Phone
216-367-4114
Fax
216-523-8380
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.51B
Discretionary AUM
$6.78B
Team
69 total employees; 39 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCOMMENTARIES AND BLOGPOSTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1870 | $876.0M |
| High net worth individuals | 1186 | $5.27B |
| Pension/profit sharing plans | 13 | $76.0M |
| Charitable organizations | 77 | $404.4M |
| Other investment advisers | 6 | $188.2M |
| Corporations/business entities | 129 | $670.3M |
States served
VT, AZ, CA, CO, DE, DC, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, MN, MT, NE, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, MO, WA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.CARROLL-FINANCIAL.COM
- HTTPS://WWW.INSTAGRAM.COM/CARNEGIEINVESTMENTCOUNSEL/
- HTTPS://WWW.YOUTUBE.COM/@CARNEGIEINVESTMENTCOUNSEL
- HTTPS://WWW.YOUTUBE.COM/@NONPROFITSTHATINVEST
- HTTPS://WWW.LINKEDIN.COM/SHOWCASE/THE-NONPROFIT-INVESTMENT-HUB/
- https://www.linkedin.com/company/carnegieinvest
- HTTPS://FACEBOOK.COM/CARNEGIEINVEST/
- https://x.com/CarnegieInvest
- HTTPS://WWW.CARNEGIEINVEST.COM
Official SEC filing: View on IAPD