MCKINLEY CARTER WEALTH SERVICES, INC.

Overview

Mckinley Carter Wealth Services, Inc. is an independent registered investment adviser that blends fiduciary wealth management with third-party manager selection. The firm serves both individual and family clients and institutional accounts, charging a mix of percentage-of-AUM, hourly and fixed fees. It acts as a capital allocator—constructing portfolios that lean heavily on pooled public funds while selectively allocating to third-party alternative managers for private equity, hedge funds and real estate exposure. The firm also provides financial planning, portfolio management for individuals and businesses, and the formal selection of other advisers when clients need specialized external managers. Mckinley Carter is not positioned as an ESG-focused manager per its profile, and it reports a fee model that accommodates both ongoing asset-based relationships and project or hourly engagements. The firm has received external recognition, including placement on FA Magazine’s Top RIA Firms list (2020) and repeated inclusion in Citywire’s “50 Growers Across America” lists from 2020 through 2023.

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Public Holdings

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Location & Offices