CRD: 135184
Mckinley Carter Wealth Services, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2005
- Office Locations
- 4
Office Locations
About Mckinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services is a fiduciary wealth manager providing financial planning, tax and legacy/estate planning, insurance, and portfolio construction for retail and institutional clients, including business owners. The investment approach emphasizes asset allocation and active management across public funds and ETFs, with access to alternatives such as private equity and real estate where appropriate. The team publishes a quarterly client investment report and commonly custodies at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID HOLMAN MCKINLEY
Advisor, Chief Executive Officer, MANAGING DIRECTOR, President
- CRD
- #2502011
- Ownership
- 50% but less than 75%
BRIAN TYRONE GONGAWARE
Advisor, DIRECTOR OF GROWTH
- CRD
- #4374989
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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JULIE A BROWN
Financial Strategist
- CRD
- #6261567
CHRISTOPHER JAY BUCK
Advisor
- CRD
- #2625902
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,240,812,189 | $585,527 |
| Non-Discretionary | $65,471,879 | $392,047 |
| Total | $2,306,284,068 | $577,437 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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