CARNEGIE CAPITAL ASSET MANAGEMENT, LLC
Legal name: CARNEGIE INVESTMENT COUNSEL
CRD #150488 SEC #801-70242 PEPPER PIKE, OH 216-367-4114
SEC Registered
Total AUM
$6.5B
Discretionary
$5.9B
Employees
70
Clients
251
Accounts
8,127
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $6.5B | $5.9B | $652.2M | 70 | 0 |
| Mar 2025 | $5.2B | $4.6B | $519.9M | 56 | 0 |
| Mar 2024 | $4.5B | $4.1B | $399.3M | 58 | 0 |
| Nov 2023 | $3.5B | $3.4B | $44.9M | 54 | 0 |
| Oct 2023 | $3.5B | $3.4B | $44.9M | 54 | 0 |
| Sep 2023 | $3.5B | $3.4B | $44.9M | 54 | 0 |
| Apr 2023 | $3.5B | $3.4B | $44.9M | 54 | 0 |
| Dec 2022 | $4B | $4B | $28.7M | 53 | 12 |
| Dec 2022 | $4B | $4B | $28.7M | 53 | 12 |
| May 2022 | $4B | $4B | $28.7M | 53 | 12 |
| May 2022 | $4B | $4B | $28.7M | 53 | 12 |
| Mar 2022 | $4B | $4B | $28.7M | 53 | 12 |
| May 2021 | $2.9B | $2.9B | $9.4M | 49 | 10 |
| Mar 2021 | $2.9B | $2.9B | $9.4M | 49 | 10 |
| Jul 2020 | $2.4B | $2.4B | $52.1M | 49 | 25 |
| Jun 2020 | $2.4B | $2.4B | $52.1M | 49 | 25 |
| Mar 2020 | $2.4B | $2.4B | $52.1M | 49 | 25 |
| Mar 2019 | $1.8B | $1.8B | $57.3M | 58 | 18 |
| Jan 2019 | $1.7B | $1.7B | $7.6M | 46 | 18 |
| Nov 2018 | $1.7B | $1.7B | $7.6M | 46 | 18 |
| Sep 2018 | $1.7B | $1.7B | $7.6M | 46 | 18 |
| Mar 2018 | $1.7B | $1.7B | $7.6M | 44 | 18 |
| Mar 2018 | $1.7B | $1.7B | $7.6M | 44 | 0 |
| Sep 2017 | $1.4B | $1.2B | $210M | 43 | 1,000 |
| Mar 2017 | $1.4B | $1.2B | $210M | 37 | 1,000 |
| Dec 2016 | $1.2B | $1.1B | $80.5M | 20 | 956 |
| Dec 2016 | $1.2B | $1.1B | $80.5M | 20 | 956 |
| Apr 2016 | $1.2B | $1.1B | $80.5M | 21 | 956 |
| Mar 2016 | $1.2B | $1.1B | $80.5M | 21 | 956 |
| Mar 2016 | $1B | $1B | $17.7M | 21 | 700 |
| Feb 2016 | $1B | $1B | $17.7M | 21 | 700 |
| Oct 2015 | $1B | $1B | $17.7M | 21 | 700 |
| Mar 2015 | $1B | $1B | $17.7M | 21 | 700 |
| Mar 2015 | $792M | $771M | $21M | 21 | 600 |
| Mar 2015 | $792M | $771M | $21M | 21 | 600 |
| Feb 2015 | $792M | $771M | $21M | 21 | 600 |
| Mar 2014 | $792M | $771M | $21M | 21 | 600 |
| Nov 2013 | $540M | $540M | $0 | 15 | 500 |
| Mar 2013 | $540M | $540M | $0 | 15 | 500 |
| Mar 2012 | $453M | $453M | $0 | 6 | 400 |
| Jul 2011 | $313.6M | $313.6M | $0 | 10 | -- |
| Dec 2010 | $213.2M | $213.2M | $0 | 10 | -- |
| Oct 2010 | $213.2M | $213.2M | $0 | 10 | -- |
| Sep 2010 | $213.2M | $213.2M | $0 | 10 | -- |
| Jan 2010 | $181M | $181M | $0 | 10 | -- |
DateApr 2025
Total AUM$6.5B
Discretionary$5.9B
Non-Disc.$652.2M
Employees70
Clients0
DateMar 2025
Total AUM$5.2B
Discretionary$4.6B
Non-Disc.$519.9M
Employees56
Clients0
DateMar 2024
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$399.3M
Employees58
Clients0
DateNov 2023
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$44.9M
Employees54
Clients0
DateOct 2023
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$44.9M
Employees54
Clients0
DateSep 2023
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$44.9M
Employees54
Clients0
DateApr 2023
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$44.9M
Employees54
Clients0
DateDec 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$28.7M
Employees53
Clients12
DateDec 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$28.7M
Employees53
Clients12
DateMay 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$28.7M
Employees53
Clients12
DateMay 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$28.7M
Employees53
Clients12
DateMar 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$28.7M
Employees53
Clients12
DateMay 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$9.4M
Employees49
Clients10
DateMar 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$9.4M
Employees49
Clients10
DateJul 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$52.1M
Employees49
Clients25
DateJun 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$52.1M
Employees49
Clients25
DateMar 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$52.1M
Employees49
Clients25
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$57.3M
Employees58
Clients18
DateJan 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$7.6M
Employees46
Clients18
DateNov 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$7.6M
Employees46
Clients18
DateSep 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$7.6M
Employees46
Clients18
DateMar 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$7.6M
Employees44
Clients18
DateMar 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$7.6M
Employees44
Clients0
DateSep 2017
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$210M
Employees43
Clients1,000
DateMar 2017
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$210M
Employees37
Clients1,000
DateDec 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$80.5M
Employees20
Clients956
DateDec 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$80.5M
Employees20
Clients956
DateApr 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$80.5M
Employees21
Clients956
DateMar 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$80.5M
Employees21
Clients956
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$17.7M
Employees21
Clients700
DateFeb 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$17.7M
Employees21
Clients700
DateOct 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$17.7M
Employees21
Clients700
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$17.7M
Employees21
Clients700
DateMar 2015
Total AUM$792M
Discretionary$771M
Non-Disc.$21M
Employees21
Clients600
DateMar 2015
Total AUM$792M
Discretionary$771M
Non-Disc.$21M
Employees21
Clients600
DateFeb 2015
Total AUM$792M
Discretionary$771M
Non-Disc.$21M
Employees21
Clients600
DateMar 2014
Total AUM$792M
Discretionary$771M
Non-Disc.$21M
Employees21
Clients600
DateNov 2013
Total AUM$540M
Discretionary$540M
Non-Disc.$0
Employees15
Clients500
DateMar 2013
Total AUM$540M
Discretionary$540M
Non-Disc.$0
Employees15
Clients500
DateMar 2012
Total AUM$453M
Discretionary$453M
Non-Disc.$0
Employees6
Clients400
DateJul 2011
Total AUM$313.6M
Discretionary$313.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees10
Clients--