Wealth Manager
    SEC Registered
    Manages Private Funds

    Carnegie Investment Counsel

    Registered investment advisor · Pepper Pike, Ohio · CRD #150488

    Assets Under Management
    $7.5B
    Client Accounts
    8,541
    Employees
    69
    CRD Number
    150488
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Carnegie Investment Counsel

    Carnegie Investment Counsel (CIC) is an independent, employee-owned Registered Investment Adviser (RIA) with a history dating back to 1974. The firm specializes in tailored investment management, financial planning, and advisory services for individuals, families, institutions, nonprofit organizations, and retirement plans. CIC emphasizes fiduciary duty, transparency, and personalized service, aiming for long-term risk-adjusted returns. CIC offers a range of services, including portfolio manage

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Carnegie Investment Counsel

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    Frequently Asked Questions

    What is Carnegie Investment Counsel's AUM?

    Carnegie Investment Counsel reports approximately $7.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Carnegie Investment Counsel headquartered?

    Carnegie Investment Counsel is headquartered in Pepper Pike, Ohio.

    What is Carnegie Investment Counsel's CRD number?

    Carnegie Investment Counsel's CRD number is 150488. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Carnegie Investment Counsel manage?

    Carnegie Investment Counsel manages approximately 8,541 client accounts according to its latest SEC filing.

    Is Carnegie Investment Counsel SEC registered?

    Yes, Carnegie Investment Counsel is registered with the SEC as an investment adviser with an approved registration status.

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