Los Angeles, CA Office

Team
Updated today
Carnegie Investment Counsel logo

Carnegie Investment Counsel

Multi-team

Firm-wide stats for Carnegie Investment Counsel

Total advisors

37

Across 10 offices

Clients per advisor

83 High

Avg AUM per client

$2,012,456 Very High

HNW client ratio

39% High

About

Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a broad mix of clients including individuals, high net worth clients, pension and profit-sharing plans, charitable and nonprofit organizations, corporations, independent trust companies, government entities and other investment advisers. Services include discretionary and non-discretionary portfolio management, selection and oversight of third‑party managers, and incident‑to‑divorce and other specialized planning work.

The firm typically seeks to align portfolios with client goals through written investment policy statements, regular monitoring and a mix of analytical approaches — including fundamental, technical, cyclical, charting and ESG analysis — and may employ long‑ and short‑term trading, options and margin for appropriate clients. Carnegie requests discretionary authority for many accounts, works with TAMPs and provides ERISA‑sectioned fiduciary services for retirement plans, with reviews and reporting on a periodic basis.

Compared with many peers, Carnegie’s brochure emphasizes its succession and acquisition history (including grandfathered fee arrangements), and discloses a recent arbitration resolution tied to legacy holdings from an acquired firm, as well as a change in practice to no longer manage or accept performance‑based fees. The firm also notes relationships that are less common among peers — serving other investment advisers and government entities — and has expanded nongovernmental and nonprofit governance and fund‑development services provided at no additional charge.

Based on Carnegie Investment Counsel

Expertise

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments

Based on Carnegie Investment Counsel

Occupation focus

Founder/Business Owner Retired Consultant

Based on Carnegie Investment Counsel

Demographic focus

Values-based investing

Based on Carnegie Investment Counsel

Location

1875 Century Park E Suite 1970

Los Angeles CA 90067

Advisors at this office

5

Advisors at this office

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Ryan A

Series 65

Los Angeles, CA

Carnegie Investment Counsel

Ryan Applegate is a financial advisor with Carnegie Investment Counsel in Los Angeles, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Carnegie, he worked in the medical services field, including roles at Colchis Medical Services PC and David Lortscher MD PC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm’s investment approach incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Consultant Values-based investing
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Charles R

Series 63, Series 66

Los Angeles, CA

Carnegie Investment Counsel

Charles Robb is a financial advisor with Carnegie Investment Counsel in Los Angeles, CA. He holds the Series 63 and Series 66 designations and has 27 years of experience in the industry. His prior roles include positions at Telos Capital Management, Rnc Genter Capital Management, and IMST Distributors. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm employs a variety of analytical approaches and may utilize long- and short-term trading, options, and margin strategies while offering discretionary authority for many accounts and specialized services for retirement plans.

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Consultant Values-based investing
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Brandon T

Series 63, Series 65

Los Angeles, CA

Carnegie Investment Counsel

Brandon Thuott is a financial advisor at Carnegie Investment Counsel with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rnc Genter Capital Management and Telos Capital Management, Inc. Thuott is based in Los Angeles, CA. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm’s investment approach incorporates fundamental, technical, cyclical, charting, and ESG analysis and employs both long- and short-term trading strategies with discretionary and non-discretionary portfolio management options.

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Consultant Values-based investing
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John F

CFA®

Los Angeles, CA

Carnegie Investment Counsel

John Frye is a CFA® charterholder with 23 years of industry experience. He has worked at Carnegie Investment Counsel since 2021 and was previously with Crane Asset Management, LLC for 18 years. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including high net worth individuals, pension plans, nonprofits, corporations, and government entities. The firm employs a variety of analytical approaches and may use both long- and short-term trading strategies, options, and margin when appropriate, emphasizing alignment with client goals through written investment policy statements and ongoing monitoring.

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Consultant Values-based investing
user avatar

Maria Isabel P

Series 65

Los Angeles, CA

Carnegie Investment Counsel

Maria Isabel Pedrosa is a financial advisor at Gesar Capital Management with 15 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel from 2019 to 2024. She serves as Chair of the Investment Committee and a member of the Executive Committee for the Khyentse Foundation, a client of her firm. Gesar Capital Management provides discretionary portfolio management and hourly financial advisory services to individual investors, including high-net-worth clients, and charitable institutions. The firm’s investment approach is tailored to client risk profiles and includes due diligence on private funds and active management of foundation relationships.

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Consultant Values-based investing
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