Mckinley Carter Wealth Services, Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 135184
· SEC file 801-64584
· Wheeling, WV
· WWW.MCKINLEYCARTER.COM
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $2.3B
- Discretionary
- $2.2B
- Clients
- 1,282
- Avg AUM / client
- $1.8M
- Accounts
- 3,994
- Employees
- 32
AUM over time
$511M
$2.5B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Investments (13F portfolio — 300 positions, $1,734,843,265)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Dimensional Etf Trust | INTL CORE EQT MK | $135,764,607 | 3,484,718 | 7.83% | 5.89% |
| 2 | Ishares Tr | CORE S&P500 ETF | $109,499,983 | 167,634 | 6.31% | 4.75% |
| 3 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $103,546,254 | 2,269,756 | 5.97% | 4.49% |
| 4 | Ishares Tr | RUS 1000 ETF | $88,178,388 | 247,303 | 5.08% | 3.82% |
| 5 | Dimensional Etf Trust | EMGR CRE EQT MNG | $73,783,376 | 2,179,072 | 4.25% | 3.2% |
| 6 | Ishares Tr | CORE US AGGBD ET | $61,574,876 | 620,277 | 3.55% | 2.67% |
| 7 | Vanguard Star Fds | VG TL INTL STK F | $40,837,502 | 529,601 | 2.35% | 1.77% |
| 8 | Ishares Tr | CORE MSCI EAFE | $34,099,866 | 376,669 | 1.97% | 1.48% |
| 9 | Ishares Tr | S&P 500 VAL ETF | $33,843,285 | 160,281 | 1.95% | 1.47% |
| 10 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $33,686,948 | 525,701 | 1.94% | 1.46% |
| 11 | Apple Inc | COM | $32,507,418 | 128,088 | 1.87% | 1.41% |
| 12 | Ishares Tr | MORNINGSTAR GRWT | $25,856,510 | 270,806 | 1.49% | 1.12% |
| 13 | Broadcom Inc | COM | $24,781,508 | 80,067 | 1.43% | 1.07% |
| 14 | Blackrock Etf Trust | ISHARES US EQUIT | $22,679,259 | 389,812 | 1.31% | 0.98% |
| 15 | Ishares Tr | RUS 1000 GRW ETF | $21,027,651 | 49,314 | 1.21% | 0.91% |
| 16 | Ishares Tr | USD INV GRDE ETF | $18,352,278 | 358,233 | 1.06% | 0.8% |
| 17 | Alphabet Inc | CAP STK CL A | $18,045,668 | 62,754 | 1.04% | 0.78% |
| 18 | Ishares Tr | CORE MSCI TOTAL | $17,316,887 | 199,872 | 1.0% | 0.75% |
| 19 | Ishares Tr | MBS ETF | $16,731,575 | 176,215 | 0.96% | 0.73% |
| 20 | Ishares Tr | CORE S&P SCP ETF | $15,836,456 | 127,395 | 0.91% | 0.69% |
| 21 | Costco Wholesale Corporation | COM | $15,251,505 | 15,306 | 0.88% | 0.66% |
| 22 | Microsoft Corp | COM | $14,851,413 | 40,121 | 0.86% | 0.64% |
| 23 | Ishares Tr | CORE S&P MCP ETF | $14,549,153 | 215,447 | 0.84% | 0.63% |
| 24 | Nvidia Corporation | COM | $13,815,178 | 79,215 | 0.8% | 0.6% |
| 25 | Ishares Tr | 10-20 YR TRS ETF | $13,236,709 | 131,421 | 0.76% | 0.57% |
Top 25 of 300 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 572 | $208M | 9.02% |
| High net worth individuals | 659 | $2.0B | 86.0% |
| Pension and profit sharing plans | 2 | $8.5M | 0.37% |
| Charitable organizations | 38 | $74.5M | 3.23% |
| State or municipal government entities | 1 | $1.0M | 0.04% |
| Corporations and other businesses | 10 | $30.3M | 1.31% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cabin Creek Health Systems, Inc. 401(k)profit Sharing Plan Cabin Creek Health Systems, Inc. | 2024 | |
| Alecto Healthcare Services Ohio Valley Llc Pension Plan Alecto Healthcare Services Ohio Valley Llc | 2024 | |
| Baptist Homes Pension Plan Baptist Homes Of Western Pennsylvania | 2024 | |
| Hp Uov 401 K Retirement Plan The Health Plan Of West Virginia, Inc. | Wheeling, WV | 2024 |
| Virginia Imports, Ltd. Employees' Profit Sharing And 401(k) Plan Virginia Imports, Ltd. | 2024 | |
| Brookville Equipment Corporation 401(k) Plan Brookville Equipment Corporation | 2024 | |
| Womencare, Inc. 401(k) Plan Womencare, Inc. | 2024 | |
| Highway Equipment Company 401(k) Plan Reynolds Family Holding Company Highway Eqp | 2024 | |
| Employees' Savings Plan Of Standard Laboratories, Inc. Standard Laboratories, Inc. | 2024 |
People (27)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Holman Mckinley | President, Managing Director, Chief Executive Officer, And Chief Investment Officer | CFP | Sep 2005 (21y) | 50% – 75% |
| Brian Tyrone Gongaware | Director, Advisory Services | CFP | Apr 2009 (17y) | 10% – 25% |
| Payne, Lori, Beth | Chief Administrative Officer And Chief Financial Officer | Jan 2015 (12y) | Less than 5% | |
| Trischler, Meredith, Leigh | Controller | Jan 2015 (12y) | Less than 5% | |
| John James Binz | Chief Compliance Officer | Jun 2019 (7y) | Less than 5% | |
| Tyrone Conway Phillippi | Regional Managing Director | CFP | Sep 2020 (6y) | 5% – 10% |
| Suzette Marlene Smith | Registered representative | Sep 2005 (21y) | ||
| Arthur Lawrence Crimmins | Registered representative | Oct 2007 (19y) | ||
| William Walden Carter | Registered representative | Oct 2007 (19y) | ||
| John Tompkins Slicer | Registered representative | Nov 2008 (18y) | ||
| David Payne Nolan | Registered representative | Feb 2010 (16y) | ||
| John Howard Williams | Registered representative | CFP | Apr 2014 (12y) | |
| Nicole Lynn Gabriel | Registered representative | CFP | Dec 2015 (11y) | |
| Chelsea Lynn Clegg | Registered representative | CFP | Apr 2016 (10y) | |
| Teresa E Michaels | Registered representative | CFP | Aug 2016 (10y) | |
| Steven Andrew Tardy | Registered representative | Chartered Financial Consultant | Dec 2017 (9y) | |
| David Paul Wilcox | Registered representative | Sep 2019 (7y) | ||
| Frank Ray Neiderhiser | Registered representative | CFP | Feb 2020 (6y) | |
| Christopher Jay Buck | Registered representative | CFP | Sep 2020 (6y) | |
| Julie A Brown | Registered representative | CFP | Sep 2020 (6y) | |
| Nicholas Michael Stebner | Registered representative | CFP | Sep 2020 (6y) | |
| Joshua Mark Johnson | Registered representative | CFP | Sep 2020 (6y) | |
| Jeffrey Stenhouse | Registered representative | Jun 2021 (5y) | ||
| James Michael O'brien | Registered representative | Jan 2022 (5y) | ||
| Matthew Thomas Epling | Registered representative | Feb 2024 (2y) | ||
| Sandra Marie Steedle | Registered representative | Oct 2024 (2y) | ||
| Jack Fuentes | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cabin Creek Health Systems, Inc. 401(k)profit Sharing Plan | Cabin Creek Health Systems, Inc. | 213 | $10.4M | 07/01/2024 |
| Alecto Healthcare Services Ohio Valley Llc Pension Plan | Alecto Healthcare Services Ohio Valley Llc | 0 | $11.2M | 01/01/2024 |
| Baptist Homes Pension Plan | Baptist Homes Of Western Pennsylvania | 341 | $18.4M | 01/01/2024 |
| Hp Uov 401 K Retirement Plan | The Health Plan Of West Virginia, Inc. | 513 | $54.6M | 01/01/2024 |
| Virginia Imports, Ltd. Employees' Profit Sharing And 401(k) Plan | Virginia Imports, Ltd. | 133 | $12.2M | 01/01/2024 |
| Brookville Equipment Corporation 401(k) Plan | Brookville Equipment Corporation | 197 | $17.3M | 01/01/2024 |
| Womencare, Inc. 401(k) Plan | Womencare, Inc. | 284 | $8.4M | 01/01/2024 |
| Highway Equipment Company 401(k) Plan | Reynolds Family Holding Company Highway Eqp | 0 | $6.2M | 01/01/2024 |
| Employees' Savings Plan Of Standard Laboratories, Inc. | Standard Laboratories, Inc. | 351 | $13.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Distributors Company Llc $1.1B (48% of AUM) Mar 2026
- Charles Schwab & Co. $1.1B (48% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $493M (49% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗