# McKinley Carter Wealth Services, Inc.

> 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.

- CRD: 135184
- Filed as: MCKINLEY CARTER WEALTH SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wheeling, WV
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135184
- AdvisorCensus page: https://advisorcensus.com/firm/mckinley-carter-wealth-services-inc-wheeling-wv-135184

## Quick answers

**How is McKinley Carter Wealth Services, Inc. compensated?**
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).

**Where is McKinley Carter Wealth Services, Inc. located?**
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).

**Is McKinley Carter Wealth Services, Inc. registered with the SEC or a state?**
McKinley Carter Wealth Services, Inc. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 135184.

**How much does McKinley Carter Wealth Services, Inc. manage?**
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).

**How have McKinley Carter Wealth Services, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does McKinley Carter Wealth Services, Inc. serve?**
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).

**Which custodians does McKinley Carter Wealth Services, Inc. use?**
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.

**Does McKinley Carter Wealth Services, Inc. report any disciplinary disclosures?**
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

**What changed in McKinley Carter Wealth Services, Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,306,284,068
- Discretionary: $2,240,812,189
- Non-discretionary: $65,471,879

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 572 | $208,102,079 |
| High net worth individuals | 659 | $1,983,947,868 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $8,489,411 |
| Charitable organizations | 38 | $74,477,299 |
| State or municipal government entities (including government pension plans) | 1 | $1,016,158 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 10 | $30,251,253 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 32 total, 27 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Charleston, WV
- Dayton, OH
- Wexford, PA

### Websites listed on Form ADV (Item 1.I)
- investinginagoodlife.com
- mc-ws.com
- mckinleycarter.com
- Facebook @MCKINLEYCARTERWEALTHSERVICES
- Facebook @communityfitnesschallengewheeling
- Instagram @mckinleycarterwealthservices
- LinkedIn @mckinley-carter
- X @MCKINLEYCARTER
- YouTube @mckinleycarterwealthservices

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,814,676,911 | 51 | June 28, 2021 |
| October 2022 | $2,094,889,548 | 53 | September 1, 2022 |
| October 2023 | $1,904,927,360 | 56 | March 27, 2023 |
| October 2024 | $2,260,993,682 | 48 | March 28, 2024 |
| October 2025 | $2,532,619,554 | 51 | March 24, 2025 |
| October 2026 | $2,306,284,068 | 32 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McKinley Carter Wealth Services, Inc. (CRD 135184): Form ADV filing data as of October 2026.