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CARNEGIE INVESTMENT COUNSEL
Legal name: CARNEGIE CAPITAL ASSET MANAGEMENT, LLC
CRD 150488File 801-70242
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.51B
Top 10% of cohort (national)
Discretionary AUM
$6.78B
Non-discretionary $732.0M
Clients
3,281
8,541 accounts
Employees
69
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 30, 2009
- Principal office
- 30300 CHAGRIN BOULEVARD, PEPPER PIKE, OH, 44124-5725
- Phone
- 216-367-4114
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.51B
- Discretionary AUM
- $6.78B
- Non-discretionary AUM
- $732.0M
- Discretionary accounts
- 8,266
- Non-discretionary accounts
- 275
- Total accounts
- 8,541
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 129 | $670.3M |
| Insurance companies | Fewer than 5 | $3.1M |
| Charitable organizations | 77 | $404.4M |
| Other investment advisers | 6 | $188.2M |
| High net worth individuals | 1,186 | $5.27B |
| Pension and profit sharing plans | 13 | $76.0M |
| State or municipal government entities | Fewer than 5 | $21.0M |
| Individuals (other than high net worth individuals) | 1,870 | $876.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H1B
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.