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MCKINLEY CARTER WEALTH SERVICES, INC.

dba MCKINLEY CARTER WEALTH SERVICES, INC. · CRD 135184 · Registered Investment Adviser

MCKINLEY CARTER WEALTH SERVICES, INC. is a Registered Investment Adviser headquartered in WHEELING, WV. The firm reports $2,306,284,068 in regulatory assets under management across 3,994 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$2,240,812,189
Non-discretionary$65,471,879
Total RAUM$2,306,284,068
Accounts3,994

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 135184. adviserinfo.sec.gov/firm/summary/135184.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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