Mckinley Carter Wealth Services, Inc.

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.2B

97% of AUM

Avg account

$577K

Accounts

3,994

Employees

Advisory reps

Firm details

Headquarters: Wheeling, West Virginia
CRD number: 135184
Registered since: August 4, 2005
Website: mckinleycarter.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.02%
Individuals9.02%
Charitable Organizations3.23%
Corporations / Businesses1.31%
Pension & Profit Sharing Plans0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mckinley Carter Wealth Services, Inc. is an independent, corporation-structured registered investment adviser that has been SEC-registered since 2005. The firm serves both individuals/families and institutional clients, acting as a capital allocator that combines financial planning with discretionary portfolio management and selection of third-party advisers. Its fee menu includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Advisory capabilities listed in filings cover financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm is not an active ESG investor and lists an industry affiliation with a law firm.