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| McKinley Carter Wealth Services Inc
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|---|---|
| CRD # | 135184 |
| SEC # | 801-64584 |
| CIK # | 0001484265 |
| AUM | 2,306.3 M (2026-03-23) |
| Employees | 32 (84% Investors, 0% Brokers) |
| Phone | 304-230-2400 |
| Address | 2100 Market Street Wheeling, WV 26003 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.5 | ||
| Broadcom Inc | 24.8 | ||
| Alphabet Inc | 18.0 | ||
| Costco Wholesale Corp /NEW | 15.3 | ||
| Microsoft Corp | 14.9 | ||
| Nvidia Corp | 13.8 | ||
| TJX Companies Inc /DE/ | 13.1 | ||
| McKesson Corp | 11.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 572 | 0.2 |
| (b) Individuals (high net worth individuals) | 659 | 2.0 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 38 | 0.1 |
| (i) State or municipal government entities | 1 | 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 | 10 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,994 | 2.3 |
| By Discretionary | ||
| Discretionary | 3,827 | 2.2 |
| Non-Discretionary | 167 | 0.1 |
| Total | 3,994 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 3,994 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001484265] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 8 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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