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| Happy Holidays!! thanks for using AUM13F!! |
| McKinley Carter Wealth Services Inc
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| CRD # | 135184 |
| SEC # | 801-64584 |
| CIK # | 0001484265 |
| AUM | $2.5 B (2025-03-24) |
| Employees | 51 (67% Investors, 0% Brokers) |
| Phone | 304-230-2400 |
| Address | 2100 Market Street Wheeling, WV 26003 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001484265 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.4 | ||
| Broadcom Inc | 25.1 | ||
| Microsoft Corp | 23.3 | ||
| Costco Wholesale Corp /NEW | 17.4 | ||
| Intuit Inc | 14.7 | ||
| Alphabet Inc | 14.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,141 | 0.4 |
| (b) Individuals (high net worth individuals) | 602 | 1.6 |
| (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 | 71 | 0.4 |
| (h) Charitable organizations | 35 | 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 | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,213 | 2.5 |
| By Discretionary | ||
| Discretionary | 4,995 | 2.4 |
| Non-Discretionary | 218 | 0.1 |
| Total | 5,213 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 5,213 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001484265] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Santander Securities LLC
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|
MA | 2.6 |
|
Mariner Institutional LLC
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|
FL | 2.5 |
|
Compass Capital Management Inc
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|
MN | 2.5 |
|
Parcion Private Wealth LLC
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|
WA | 2.5 |
|
Dundas Partners LLP
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|
2.5 | |
|
SJS Investment Consulting Inc
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|
OH | 2.5 |
|
Norris Perne & French LLP
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|
MI | 2.5 |
|
SFMG LLC
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|
TX | 2.5 |
|
Crewe Advisors LLC
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|
UT | 2.5 |
|
Saratoga Research & Investment Management
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|
CA | 2.5 |