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MCKINLEY CARTER WEALTH SERVICES, INC.
CRD 135184File 801-64584
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.31B
Top 25% of cohort (national)
Discretionary AUM
$2.24B
Non-discretionary $65.5M
Clients
1,282
3,994 accounts
Employees
32
Top 10% of cohort in WV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 4, 2005
- Principal office
- 2100 MARKET STREET, WHEELING, WV, 26003
- Phone
- 304-230-2400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.31B
- Discretionary AUM
- $2.24B
- Non-discretionary AUM
- $65.5M
- Discretionary accounts
- 3,827
- Non-discretionary accounts
- 167
- Total accounts
- 3,994
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $30.3M |
| Charitable organizations | 38 | $74.5M |
| High net worth individuals | 659 | $1.98B |
| Pension and profit sharing plans | Fewer than 5 | $8.5M |
| State or municipal government entities | Fewer than 5 | $1.0M |
| Individuals (other than high net worth individuals) | 572 | $208.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.