Overview
Assets Under Management: $2.5 billion
Headquarters: WHEELING, WV
High-Net-Worth Clients: 602
Average Client Assets: $3 million
Frequently Asked Questions
MCKINLEY CARTER WEALTH SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135184), MCKINLEY CARTER WEALTH SERVICES, INC. is subject to fiduciary duty under federal law.
MCKINLEY CARTER WEALTH SERVICES, INC. is headquartered in WHEELING, WV.
MCKINLEY CARTER WEALTH SERVICES, INC. serves 602 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, MCKINLEY CARTER WEALTH SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MCKINLEY CARTER WEALTH SERVICES, INC. manages $2.5 billion in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, MCKINLEY CARTER WEALTH SERVICES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 602
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 5,213
Discretionary Accounts: 4,995
Non-Discretionary Accounts: 218
Regulatory Filings
CRD Number: 135184
Filing ID: 1949203
Last Filing Date: 2025-03-24 14:11:00
Website: https://mc-ws.com