Richard A Ahl

Employer firm

Carnegie Investment Counsel CRD 150488

$7.51B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMMENTARIES AND BLOGPOSTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1999 → 10/2025
  Ahl Investment Management, Inc.
  Winter Park, FL
• 10/2025 → Present
  Carnegie Investment Counsel
  Winter Park, FL

Previous Registrations

• 2002-06-18 → 2025-10-03
  Ahl Investment Management, Inc.
  Winter Park, FL
• 2002-06-18 → 2012-04-09
  Ahl Investment Management, Inc.
  Winter Park, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-25

Designations

• Chartered Financial Analyst

Other Names

• Richard Alan Ahl, Jr
• Richard A Ahl, Jr