{
  "crd_number": 135184,
  "slug": "mckinley-carter-wealth-services-inc-wheeling-wv-135184",
  "primary_business_name": "MCKINLEY CARTER WEALTH SERVICES, INC.",
  "legal_name": "MCKINLEY CARTER WEALTH SERVICES, INC.",
  "dbas": [],
  "city": "Wheeling",
  "state": "WV",
  "country": "United States",
  "cbsa_code": "48540",
  "metro": {
    "cbsa_code": "48540",
    "common_name": "Wheeling",
    "msa_name": "Wheeling, WV-OH",
    "path": "/advisors/wv/wheeling"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-08-04",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 2306284068.0,
  "raum_discretionary": 2240812189.0,
  "raum_non_discretionary": 65471879.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 32,
  "advisory_employees": 27,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 74477299.0,
      "count": 38
    },
    "individuals": {
      "raum": 208102079.0,
      "count": 572
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 1016158.0,
      "count": 1,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 8489411.0,
      "count": 2,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1983947868.0,
      "count": 659
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 30251253.0,
      "count": 10
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "DC",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WV"
  ],
  "websites": [
    "https://facebook.com/MCKINLEYCARTERWEALTHSERVICES",
    "https://facebook.com/communityfitnesschallengewheeling",
    "https://instagram.com/mckinleycarterwealthservices",
    "https://investinginagoodlife.com",
    "https://linkedin.com/COMPANY/mckinley-carter",
    "https://mc-ws.com",
    "https://mckinleycarter.com",
    "https://twitter.com/MCKINLEYCARTER",
    "https://youtube.com/@mckinleycarterwealthservices"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135184",
  "city_as_filed": "WHEELING",
  "url": "https://advisorcensus.com/firm/mckinley-carter-wealth-services-inc-wheeling-wv-135184",
  "display_name": "McKinley Carter Wealth Services, Inc.",
  "summary": "McKinley Carter Wealth Services, Inc. is an SEC-registered investment advisory firm in Wheeling, WV, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. McKinley Carter Wealth Services, Inc. (CRD 135184): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is McKinley Carter Wealth Services, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), McKinley Carter Wealth Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is McKinley Carter Wealth Services, Inc. located?",
      "a": "McKinley Carter Wealth Services, Inc.'s principal office is in Wheeling, WV, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is McKinley Carter Wealth Services, Inc. registered with the SEC or a state?",
      "a": "McKinley Carter Wealth Services, Inc. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 135184."
    },
    {
      "q": "How much does McKinley Carter Wealth Services, Inc. manage?",
      "a": "McKinley Carter Wealth Services, Inc. reports $2,306,284,068 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (97% discretionary)."
    },
    {
      "q": "How have McKinley Carter Wealth Services, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for McKinley Carter Wealth Services, Inc.: Regulatory assets under management: $1,814,676,911 in the October 2021 data and $2,306,284,068 in the October 2026 data, up 27%. Total employees: 51 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does McKinley Carter Wealth Services, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (659); individuals (other than high net worth individuals) (572); charitable organizations (38)."
    },
    {
      "q": "Which custodians does McKinley Carter Wealth Services, Inc. use?",
      "a": "McKinley Carter Wealth Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does McKinley Carter Wealth Services, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135184"
    },
    {
      "q": "What changed in McKinley Carter Wealth Services, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 34 to 27. No longer lists an office in Gaithersburg, MD. No longer lists an office in Johnstown, PA. Registered or notice-filed in CO. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1814676911.0,
      "total_employees": 51,
      "filing_date": "2021-06-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2094889548.0,
      "total_employees": 53,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1904927360.0,
      "total_employees": 56,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2260993682.0,
      "total_employees": 48,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2532619554.0,
      "total_employees": 51,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2306284068.0,
      "total_employees": 32,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 34 to 27.",
        "No longer lists an office in Gaithersburg, MD.",
        "No longer lists an office in Johnstown, PA.",
        "Registered or notice-filed in CO.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mckinley-carter-wealth-services-inc-wheeling-wv-135184.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 572,
      "fewer_than_5": false,
      "raum": 208102079.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 659,
      "fewer_than_5": false,
      "raum": 1983947868.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 8489411.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 38,
      "fewer_than_5": false,
      "raum": 74477299.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1016158.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 30251253.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135184",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}