Carnegie Investment Counsel
Pepper Pike, OH·SEC-registered · CRD #150488
Carnegie Investment Counsel is an SEC-registered investment advisory firm in Pepper Pike, OH managing $7.5B across 8.8k client accounts, with 39 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.5B
Client accounts
8.8k
Advisory staff
39
Fee model
Fee-based
How Carnegie Investment Counsel is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Carnegie Investment Counsel
How much does Carnegie Investment Counsel manage?
Per its most recent SEC Form ADV filing (04/17/2026), Carnegie Investment Counsel reports $7.5B in regulatory assets under management across roughly 8.8k client accounts.
How does Carnegie Investment Counsel charge?
Carnegie Investment Counsel is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Carnegie Investment Counsel a fiduciary?
Yes. Carnegie Investment Counsel is registered with the U.S. Securities and Exchange Commission (CRD #150488), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Carnegie Investment Counsel taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Carnegie Investment Counsel and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Carnegie Investment Counsel's public SEC Form ADV filing (CRD #150488, filed 04/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Carnegie Investment Counsel. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Carnegie Investment Counsel? Claim this profile.