CRD: 150488
Carnegie Investment Counsel
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-30-2009
- Office Locations
- 10
Office Locations
About Carnegie Investment Counsel
Carnegie Investment Counsel is an independently owned, fee-only, 100% fiduciary advisory firm providing personalized wealth management, corporate retirement plan services, and nonprofit investment management. Advisors build transparent, custom investment and planning strategies aligned to client goals, with ongoing monitoring and adjustments. A distribution-relevant differentiator: a 50-year client-service history and use of third-party custodians (including Schwab and Fidelity/NFS) for added security.
Reported data analysis
What the numbers show
Between April 1, 2025 and July 9, 2026, reported AUM increased 15.2%, from $6.5B to $7.5B.
Across 5 reported observations, AUM increased 88.7% between December 7, 2022 and July 9, 2026, from $4.0B to $7.5B.
Of the latest reported AUM, 90.3% is discretionary and 9.7% is non-discretionary.
The firm reports 39 advisory representatives and 3,281 clients, or 84.1 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 10 reported office locations and 17 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
GARY PAUL WAGNER
President, PRINCIPAL
- CRD
- #2075729
- Ownership
- 25% but less than 50%
RICHARD LEE ALT
Chief Executive Officer, PRINCIPAL
- CRD
- #1381648
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Shams Afzal
Advisor
- CRD
- #6446314
RICHARD A AHL JR
--
- CRD
- #4538903
Showing 2 of 38 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,781,231,272 | $820,376 |
| Non-Discretionary | $731,955,736 | $2,661,657 |
| Total | $7,513,187,008 | $879,661 |
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Separately Managed Accounts
SMA allocation detail is available
Carnegie Investment Counsel has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Carnegie Investment Counsel's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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