RIA Intel›Advisers›Ohio›CARNEGIE CAPITAL ASSET MANAGEMENT, LLC

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC

Advisory

N·PEPPER PIKE, OH

Data as of Jul 9, 2026 · Source: SEC Form ADV

Total AUM

$7.5B

1-Year AUM Growth

+30.2%

3-Year CAGR

+15.5%

Employees

39

Assets Under Management

Total AUM$7.5B

Discretionary AUM$6.8B

Non-Discretionary AUM$732M

Discretionary %90.3%

Total Clients3,159

Team

Total Employees39

Investment Advisers69

Employee Growth (1Y)—

Filing History

Total Filings on Record47

First FilingMay 18, 2009

Latest FilingJul 9, 2026

🔒 Full AUM trend chart and 47 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CARNEGIE CAPITAL ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.