McKinley Carter Wealth Services, Inc.
● SEC registered since 2005CRD 135184SEC# 801-64584Wheeling, WV
Reg. AUM
$2.31B
Employees
32
Accounts
3,994
Location
Wheeling, WV
McKinley Carter Wealth Services, Inc. assets under management
McKinley Carter Wealth Services, Inc. is an SEC-registered investment adviser based in Wheeling, WV. The firm has been registered since 2005. It reports $2.3 billion in regulatory assets under management and employs 32 people.
McKinley Carter Wealth Services, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Tyrone Gongaware Control | Director Of Growth | 10-25% | 2009 |
| David Holman McKinley Control | President, Managing Director, Chief Executive Officer | 50-75% | 2005 |
| David Payne Nolan | Chief Investment Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does McKinley Carter Wealth Services, Inc. manage?
McKinley Carter Wealth Services, Inc. reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does McKinley Carter Wealth Services, Inc. have?
McKinley Carter Wealth Services, Inc. reports 32 employees.
Where is McKinley Carter Wealth Services, Inc. located?
McKinley Carter Wealth Services, Inc. is based in Wheeling, WV and has been SEC-registered since 2005.
Does McKinley Carter Wealth Services, Inc. disclose fund performance?
McKinley Carter Wealth Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2100 Market Street, Wheeling, WV 26003 |
| Phone | 304-230-2400 |
| Fax | 304-230-2401 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1484265 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.31B▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$2.31Bregulatory AUM
Discretionary $2.24BNon-discretionary $65.5M