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

Clients

251

Accounts

8,127

Firm Details

Organization Type: Limited Liability Company
State of Formation: Ohio
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 1, 2025
Branch Offices: 9

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ALT, RICHARD, LEE	I	MEMBER	NA	Control
ALT, RICHARD, LEE	I	MEMBER	NA	Control
ALT, RICHARD, LEE	I	CHIEF EXECUTIVE OFFICER/PRINCIPAL	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BUSH, STEPHANIE, KIM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CONNARD, BENJAMIN, Duffield	I	PRINCIPAL, DIRECTOR, PORTFOLIO MANAGER	NA
KNOX, JOHN, JAY	I	PRINCIPAL, DIRECTOR, PORTFOLIO MANAGER	NA
LAIDLAW, DAVID, KENNEDY	I	PRINICPAL, MANAGING DIRECTOR, PORTFOLIO MANAGER	NA	Control
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
MERRIMAN, ARTHUR, GATES	I	PRINCIPAL/SENIOR PORTFOLIO MANAGER	NA
OLIVER, MICHAEL, BENJAMIN	I	PRINCIPAL, DIRECTOR, PORTFOLIO MANAGER	NA
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHIGEMURA-HILDEBRAND, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
SPIDALIERI, JOSEPH, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
TILLSON FAMILY HOLDINGS, LLC	DE	MEMBER	NA
TILLSON, DAVID, ABBOTT	I	PRINCIPAL, DIRECTOR, PORTFOLIO MANAGER	NA
ALT, RICHARD, LEE	I	MEMBER	E	Control
ALT, RICHARD, LEE	I	MEMBER	E	Control
ALT, RICHARD, LEE	I	MEMBER	E	Control
ALT, RICHARD, LEE	I	MEMBER	E	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
ALT, RICHARD, LEE	I	MEMBER	D	Control
OLD VIKING II TRUST	DE	MEMBER	D	Control
OLD VIKING II TRUST	DE	MEMBER	D	Control
OLD VIKING II TRUST	DE	MEMBER	D	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	MEMBER	C	Control
WAGNER, GARY, PAUL	I	PRESIDENT/PRINCIPAL	C	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
WAGNER, GARY, PAUL	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
ALT, RICHARD, LEE	DE	OLD VIKING II TRUST	D	Control

Registrations

Federal

Apr 1, 2025 REGISTERED

Notice Filings (36)

AZ CA CO CT DC DE FL GA ID IL IN KY LA MA MD ME MI MN MO MT NC NE NH NJ NM NY OH OR PA SC TN TX VA VT WA WV

Address

30300 CHAGRIN BOULEVARD
PEPPER PIKE, OH 44124
United States

Phone: 216-367-4114