$7.5B Total AUM
$6.8B Disc. AUM
21.0% 3Y CAGR
69 Employees
3,281 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PioneerMomentum summit
- Established Date
- 04-30-2009
- Office Locations
- 10
Office Locations
1500 Ashwood Drive Suite 1504 Canonsburg PA
1701 Woodlands Dr. Suite 200 Maumee OH
1875 Century Park E Suite 1970 LOS Angeles CA
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.
Team overview
53 AVG AGE
$192.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
6.1 yrs AVG TENURE
69 Employees
39 Advisory Reps
42 RIA Reps
17yrs Firm Age
Insights
Unlock to see real insight on peak crest.
See the complete signal summary connected to quantum.
Full visibility includes strategy notes for legacy eagle vector.
Full visibility includes strategy notes for optima timber.
Open the full profile to inspect shifts in bridge ember.
Upgrade to reveal position-level detail across ridge vector.
Upgrade to reveal position-level detail across insight insight.
See the complete signal summary connected to beacon vital.
Asset Classes
Optima peak Momentum atlas Crest momentum Ember momentum Glacier Matrix vertex
Client Personas
Glacier matrix
CRM
Pioneer beacon
Custodian
Alpha Foundation Wave alpha
Investment Themes
Glacier Momentum vertex Legacy matrix Optima Glacier
Investment Vehicles
Unison
Platform
Value Wave focus Insight Capital horizon
Services
Eagle north Ember Glacier signal Oak Vital Summit optima Crest Timber wave Summit North Signal optima Harbor
Technology
Signal radial Legacy north
Owner & Executives
G
GARY PAUL WAGNER
President, PRINCIPAL
- CRD
- #2075729
- Ownership
- 25% but less than 50%
(662) 207-3499
unison.wave@capitalcapital.com
in linkedin.com/in/beacon-unison
RICHARD LEE ALT
Chief Executive Officer, PRINCIPAL
- CRD
- #1381648
- Ownership
- Less than 5%
(982) 871-9917
element.prime@glaciercapital.com
in linkedin.com/in/summit-value
L
Legacy optima
Capital bridge
- CRD
- #98107
- Ownership
- 8.9%
(685) 691-3710
frontier.prime@momentumcapital.com
in linkedin.com/in/bridge-bridge
Showing 2 of 9 owners & executives
Unlock allContacts
S
Shams Afzal
Advisor
- CRD
- #6446314
(933) 408-8076
momentum.signal@catalystcapital.com
in linkedin.com/in/foundation-momentum
RICHARD A AHL JR
--
- CRD
- #4538903
(959) 814-6183
ridge.unison@vectorcapital.com
in linkedin.com/in/fusion-beacon
P
Prime element
Insight bridge momentum
- CRD
- #51086
(974) 687-8005
focus.insight@bridgecapital.com
in linkedin.com/in/north-delta
Showing 2 of 40 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,513,187,008
Equity - Exchange:
20.6% Public Funds:
11.3% Cash:
21.8% Corporate - Investment Grade:
11.0% Municipal Bonds:
16.4% U.S. Government/Agency:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $852,872,380 | 20.6% |
| Public Funds | $467,837,762 | 11.3% |
| Cash | $902,554,267 | 21.8% |
| Corporate - Investment Grade | $455,417,290 | 11.0% |
| Municipal Bonds | $678,985,779 | 16.4% |
| U.S. Government/Agency | $782,489,708 | 18.9% |
| Total | $4,140,157,186 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH PATHWAY NORTH | PIONEER FOCUS | CY97HVR7B | EEYP | 1.70% | $103,268,504 |
| UNISON ATLAS | FUSION PRIME | SWXQAUWF8 | XOPN | 3.24% | $84,344,367 |
| PIONEER ELEMENT | MOMENTUM TIMBER | BWAYUP5K8 | ARLXS | 11.94% | $60,617,745 |
| FUSION QUANTUM TIMBER | GLACIER FOCUS | RLM8GYSAO | MFSHX | 6.55% | $34,919,738 |
| VITAL CREST | CATALYST HORIZON | 9XSAIMHSC | BNRS | 10.85% | $106,371,393 |
| MATRIX EAGLE | ELEMENT GLACIER | MPUQDEBKS | SVVR | 12.17% | $87,609,081 |
| VALUE EMBER HARBOR | VITAL FOUNDATION | Q7CKNPGCP | WYLCT | 5.59% | $4,186,124 |
| FOUNDATION PRIME | QUANTUM FOCUS | VM5WA0F7H | MCZRJ | 7.36% | $102,396,345 |