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| McKinley Carter Wealth Services Inc
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|---|---|
| CRD # | 135184 |
| SEC # | 801-64584 |
| CIK # | 0001484265 |
| AUM | $1.9 BB (2023-03-27) |
| Employees | 56 (64% Investors, 0% Brokers) |
| Phone | 304-230-2400 |
| Address | 2100 Market Street Wheeling, WV 26003 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 22.9 | |
| MSFT | 1,918,222.4 | 12.6 | |
| COST | 207,576.9 | 8.7 | |
| ACN | 179,517.0 | 7.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,267 | 0.4 |
| (b) Individuals (high net worth individuals) | 475 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 59 | 0.3 |
| (h) Charitable organizations | 34 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,262 | 1.9 |
| By Discretionary | ||
| Discretionary | 4,697 | 1.7 |
| Non-Discretionary | 565 | 0.2 |
| Total | 5,262 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 5,262 | 1.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001484265] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tributary Capital Management LLC
✚
|
NE | 1.9 |
|
Wealthsource Partners LLC
✚
|
CA | 1.9 |
|
Meritage Portfolio Management Inc
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|
KS | 1.9 |
|
Glassman Wealth Services LLC
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|
VA | 1.9 |
|
Performance Wealth Partners LLC
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|
IL | 1.9 |
|
West Financial Services Inc
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|
VA | 1.9 |
|
Courier Capital LLC
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|
NY | 1.9 |
|
Beirne Wealth Consulting Services LLC
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|
CT | 1.9 |
|
Foundry Partners LLC
✚
|
MN | 1.9 |
|
Obermeyer Wood Investment Counsel LLLP
✚
|
CO | 1.9 |