Fee-only adviser · Pepper Pike, OH
Carnegie Investment Counsel
Carnegie Investment Counsel is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Pepper Pike, Ohio. On its latest Form ADV, filed July 9, 2026, it reports $7.5B in regulatory assets under management, 3,056 individual clients and 39 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 150488 · SEC file 801-70242 |
| Office | 30300 Chagrin Boulevard Pepper Pike, OH 44124 |
| Phone | (216) 367-4114 |
| Website | www.carnegieinvest.com |
| Regulatory assets under management | $7.5B ($6.8B discretionary) |
| Individual clients | 1,870 non-high-net-worth, 1,186 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 69 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Pepper Pike
- Woodland Wealth Partners $712M
- Endeavor Wealth Advisors, LLC $253M
- Sabre Asset Management LLC $127M
- 2 Knights Wealth Management, LLC $127M
- Nirvana Analytics, LLC $13M
- Virtera Partners LLC $452M
See all 7 fee-only advisers in Pepper Pike →
Nearby
- Lyndhurst 1 firm
- Mayfield Heights 2 firms
- Beachwood 11 firms
- Orange Village 1 firm
- Shaker Heights 1 firm
- Woodmere 1 firm
- Highland Heights 1 firm
- Chagrin Falls 2 firms
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