Insights

AUM Growth Carnegie Investment Counsel manages over 4.5 billion in assets and has recently expanded leadership with a new chief investment officer, signaling ongoing growth potential and opportunities to offer expanded advisory services and institutional solutions.

Expansion Footprint With nine offices nationwide and recent senior hires aimed at strengthening collaboration across locations, there are cross-sell opportunities for enterprise-grade retirement plans, fiduciary services, and blended wealth-management offerings across multiple market segments.

RIAS Fiduciary As a fiduciary registered with the SEC, Carnegie emphasizes client-first transparency and fee clarity, presenting a compelling case to uninsured or fee-conscious prospects seeking independent, compliant investment advice and customized wealth management programs.

Strategic Investments Active stakes in Tempus AI and ProShares UltraPro QQQ indicate a willingness to leverage alternative tech and momentum assets, suggesting opportunities to offer advanced digital tooling, AI-driven portfolio analytics, and ETF-driven retirement and wealth-management solutions.

Growth Profile Revenue range of 100 to 250 million with a mid-sized employee base implies mid-market institutions, family offices, and nonprofits as key target segments for tailored investment strategies, retirement plans, and bespoke corporate advisory services.

Similar companies to Carnegie Investment Counsel

Carnegie Investment Counsel Tech Stack

Carnegie Investment Counsel uses 8 technology products and services including Linkedin Insight Tag, Twemoji, Mustache, and more. Explore Carnegie Investment Counsel's tech stack below.

Linkedin Insight Tag
Analytics
Twemoji
Font Scripts
Mustache
Javascript Frameworks
Moment.js
Javascript Libraries
Goober
Javascript Libraries
Google Analytics
Web Analytics
Apache
Web Servers
Apache HTTP Server
Web Servers

Media & News

Carnegie Investment Counsel's Email Address Formats

Carnegie Investment Counsel uses at least 2 format(s):

Carnegie Investment Counsel Email Formats	Example	Percentage
FLast@carnegiecorp.com	JDoe@carnegiecorp.com	94%
First@carnegiecorp.com	John@carnegiecorp.com	3%
FirstLast@carnegiecorp.com	JohnDoe@carnegiecorp.com	3%
FLast@carnegieinvest.com	JDoe@carnegieinvest.com	92%
L.First@carnegieinvest.com	D.John@carnegieinvest.com	3%
LastF@carnegieinvest.com	DoeJ@carnegieinvest.com	3%
F_Last@carnegieinvest.com	J_Doe@carnegieinvest.com	2%

Frequently Asked Questions

What is Carnegie Investment Counsel's phone number?

You can contact Carnegie Investment Counsel's main corporate office by phone at

+1-800-321-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Carnegie Investment Counsel's official website and social media links?

Carnegie Investment Counsel's official website is carnegieinvest.com and has social profiles on LinkedIn.

How much revenue does Carnegie Investment Counsel generate?

As of July 2026, Carnegie Investment Counsel's annual revenue is estimated to be $100M - $250M.

What is Carnegie Investment Counsel's NAICS code?

Carnegie Investment Counsel's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Carnegie Investment Counsel have currently?

As of July 2026, Carnegie Investment Counsel has approximately 73 employees across 2 continents, including North AmericaEurope. Key team members include Chief Compliance Officer: A. S.Chief Operating Officer: J. S.Chief Technology Officer: P. Z.. Explore Carnegie Investment Counsel's employee directory with LeadIQ.

What industry does Carnegie Investment Counsel belong to?

Carnegie Investment Counsel operates in the Investment Management industry.

What technology does Carnegie Investment Counsel use?

Carnegie Investment Counsel's tech stack includes Linkedin Insight TagTwemojiMustacheMoment.jsGooberGoogle AnalyticsApacheApache HTTP Server.

What is Carnegie Investment Counsel's email format?

Carnegie Investment Counsel's email format typically follows the pattern of FLast@carnegiecorp.com. Find more Carnegie Investment Counsel email formats with LeadIQ.

When was Carnegie Investment Counsel founded?

Carnegie Investment Counsel was founded in 1974.

Carnegie Investment Counsel

Q: How many employees does Carnegie Investment Counsel have currently?

Carnegie Investment Counsel has approximately 73 employees.

Q: What technology does Carnegie Investment Counsel use?

Carnegie Investment Counsel's tech stack includes Hammer.js, JSON-LD, Google Tag Manager, Open Graph, WordPress.

Q: What is Carnegie Investment Counsel's NAICS code?

Carnegie Investment Counsel's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementOhio, United States51-200 Employees

Carnegie Investment Counsel operates as an independent investment adviser registered with the U.S. Securities and Exchange Commission, offering customized investment management, wealth management, and corporate retirement plans to individuals, families, nonprofits, and business owners. As a fiduciary, the firm is required to act in clients\' best interests and provides transparent reporting on portfolio performance along with a straightforward fee structure. Founded in 1974 in Cleveland, Ohio, the firm has grown to serve clients through multiple offices with a professional team.

The firm reports more than $4.5 billion in assets under management and advisement as of April 1, 2024. In May 2026, Carnegie Investment Counsel announced the promotion of Ben Connard to chief investment officer.