CRD: 135184
Mckinley Carter Wealth Services, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-04-2005
- Office Locations
- 5
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.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 23, 2026, reported AUM decreased 8.9%, from $2.5B to $2.3B.
Across 5 reported observations, AUM increased 10.1% between September 1, 2022 and March 23, 2026, from $2.1B to $2.3B.
Of the latest reported AUM, 97.2% is discretionary and 2.8% is non-discretionary.
The firm reports 27 advisory representatives and 1,290 clients, or 47.8 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 5 reported office locations and 21 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Mckinley Carter Wealth Services, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mckinley Carter Wealth Services, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.