MCKINLEY CARTER WEALTH SERVICES, INC.
SEC RegisteredConnecting Money & Meaning
About the firm
McKinley Carter Wealth Services is an independent, multi-site registered investment advisory and financial planning firm. Founded through a partnership between David H. McKinley and Will Carter, the firm provides comprehensive financial and advisory services for individuals, families, businesses, and nonprofits across 40 different states, the District of Columbia, British Columbia, and one foreign country. As fiduciaries, their advisors are legally obligated to serve clients' best interests and avoid conflicts of interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment management, and nonprofit advisory services, supported by Specialized Practice Groups focused on financial autonomy, illiquid assets, risk management, tax and legacy planning, and a women's initiative called The Savvy.
Who they serve
Individuals, families, businesses, and nonprofits
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 572 | $208M |
| High Net Worth Individuals | 659 | $2.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $8.5M |
| State/Municipal Entities | 38 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
8 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
25 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| $500,001 - $2,000,000 | 1.00% |
| $2,000,001 - $5,000,000 | 0.75% |
| $5,000,001 - $10,000,000 | 0.50% |
| $10,000,001+ | 0.40% |
| Above $25,000,000 | 0.00% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCKINLEY CARTER WEALTH SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.