PEPPER PIKE, OHCRD 150488Latest ADV April 17, 2026
Carnegie Investment Counsel is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pepper Pike, OH. Its latest Form ADV filing, dated April 17, 2026, reports $7.5B in regulatory assets under management, 69 employees, 10 offices, and 8,541 accounts.
Assets Under Management
$7.5B
Employees
69
Offices
10 offices
Total Clients
3,281
Primary office
PEPPER PIKE, OH
30300 CHAGRIN BOULEVARD, PEPPER PIKE, OH, United States
Top client segmentIndividuals represent 57.0% of total clients.
Top client categories% of clientsClients
1
Individuals
57.0%
1,870
2
HNWI
36.1%
1,186
3
Corporations
3.9%
129
4
Charitable
2.3%
77
5
Pension Plans
0.4%
13
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.5Bas of April 17, 2026
Discretionary90.3%
$6.8B
90% of total RAUM90.3%
Non-discretionary9.7%
$732M
10% of total RAUM9.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$7.5B
Total Accounts8,541
10Y AUM Change+$6.1B (+420.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees69
Clients per Employee48:1
10Y Employee Change+32 (+86.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.