| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Tyrone Gongaware Control | Director, Advisory Services | 10-25% | 2009 |
| David Holman McKinley Control | President, Managing Director, Chief Executive Officer, And Chief Investment Officer | 50-75% | 2005 |
| John James Binz Control | Chief Compliance Officer | Under 5% | 2023 |
McKinley Carter Wealth Services, Inc. reports $2.5 billion in regulatory assets under management on its Form ADV.
McKinley Carter Wealth Services, Inc. reports 51 employees.
McKinley Carter Wealth Services, Inc. is based in Wheeling, WV and has been SEC-registered since 2005.
McKinley Carter Wealth Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2100 Market Street, Wheeling, WV 26003 |
| Phone | 304-230-2400 |
| Fax | 304-230-2401 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1484265 |
| Discloses disciplinary history | No |
| Discretionary | $2.43B |
| Non-discretionary | $104.8M |
| Total (RAUM) | $2.53B |