firm profile
Mckinley Carter Wealth Services, Inc.
Overview
Mckinley Carter Wealth Services, Inc. is an SEC registered investment adviser based in Wheeling, WV, registered since 2005. It reports $2.3B in assets under management across 3,994 accounts, with 32 employees. It has 25 investment adviser representatives.
- Reported AUM
- $2.3B
- Discretionary
- 97%
- Accounts
- 3,994
- Average account
- $577K
- Employees
- 32
- Advisory reps
- 25
- Registered since
- 2005
- Jurisdictions
- 27
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 7
- David Holman McKinley President, Managing Director, Chief Executive Officer CRD 2502011
- David Payne Nolan Chief Investment Officer CRD 704985
- John James Binz Chief Compliance Officer CRD 7116198
4 more executive officers, with direct contact details
Advisory reps 3 of 25
- John James Binz Investment Adviser Rep CRD 7116198
- Julie A Brown Insurance Agent · Investment Adviser Rep CRD 6261567
- Christopher Jay Buck Investment Adviser Rep CRD 2625902
22 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2100 Market St
Wheeling, WV 26003 - County
- Ohio
- Metro area
- Wheeling, WV-OH
- Region
- South
Registrations
- SEC registered
- Registered in 27 jurisdictions
- Website: mckinleycarter.com
Every state, with registration dates
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- Optima Trade & Investments, LLCWheeling, WV2 reps
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