Carnegie Investment Counsel

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Carnegie Investment Counsel — overview

About

Carnegie Investment Counsel is a US-based wealth manager and a registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. It provides investment advisory, portfolio management, financial planning, retirement plan, services to its clients. The firm provides investment advisory services to individuals, high-net-worth individuals, charitable or non-profit organizations, pension and profit-sharing plans, corporations, business entities, independent trust companies, government entities, and other investment advisors. In Q4 2025, Carnegie Investment Counsel acquired Ahl Investment Management, a Winter Park, Florida-based wealth manager. In Q1 2025, Carnegie Investment Counsel acquired Eagle Ridge Investment Management.

Carnegie Investment Counsel - known decision makers (4)

Position	Location	Asset Class
Vice President & Wealth Advisor	Los Angeles, US	REHF
Senior Vice President & Wealth Advisor	Cincinnati, US	REHF
Managing Director & Wealth Advisor	Fort Myers, US	REHF
Principal & Chief Executive Officer	Pepper Pike, US	REHF

Showing 4 of 4 known decision makers Carnegie Investment Counsel

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