Brandon
Thuott

Carnegie Investment Counsel

CRD#4925170
Investment Advisor
in Cleveland, OH

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About this Advisor

Brandon Thuott is a financial advisor working out of Cleveland, Ohio who has 1 year of relevant experience. Thuott currently works for Carnegie Investment Counsel. Throughout their career, they have worked at Telos Capital Management, Inc, Carnegie Investment Counsel and Rnc Genter Capital Management. Thuott holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Carnegie Investment Counsel is a registered investment business operating out of Cleveland, OH. It has offices in eight locations and a total of 54 advisors. It has $4 billion in assets under management among its 6,883 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 6,883 client accounts, 26% are held by high-net-worth clients who have more than $1 million in investable assets. The business offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely are based on which services are provided. Fees charged by Carnegie Investment Counsel may include some blend of asset-based, hourly and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

30300 Chagrin Boulevard
Cleveland, OH 44124

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Carnegie Investment Counsel Brokerage Details

Total Assets Under Management

$3,470,336,580

OH Average: $2,106,341,625
Total Number of Employees

54

OH Average: 34
Total Number of Accounts

6,883

OH Average: 1,972
Average Account Size

$504,190

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Brandon Thuott Work History

Brandon has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Carnegie Investment Counsel

2022 - 2022 (< 1 year)

Telos Capital Management, Inc

2010 - 2022 (12 years)

Rnc Genter Capital Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandon Thuott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Carnegie Investment Counsel

Linda Fousek
Cleveland, OH
Brittany Blazey
Toledo, OH
Kimberely Gannis
Jefferson Hills, PA
Razmig Pounardjian
Cleveland, OH
Brendan Goldstein
New York, NY
Bryan Blackburn
Cleveland, OH
Shams Afzal
Toledo, OH
Scott Inglis
Cleveland, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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