Mckinley Carter Wealth Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Wheeling, WV. Its latest Form ADV filing, dated March 23, 2026, reports $2.3B in regulatory assets under management, 32 employees, 4 offices, and 3,994 accounts.
Top client segmentHNWI represent 51.4% of total clients.
Top client categories% of clientsClients
1
HNWI
51.4%
659
2
Individuals
44.6%
572
3
Charitable
3.0%
38
4
Corporations
0.8%
10
5
Pension Plans
0.2%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 23, 2026
Discretionary97.2%
$2.2B
97% of total RAUM97.2%
Non-discretionary2.8%
$65M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts3,994
10Y AUM Change+$1.4B (+159.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee40:1
10Y Employee Change-5 (-13.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.