McKinley Carter Wealth Services Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2003

Year Founded

  • Professionals
  • 36

Professionals

  • AUM

McKinley Carter Wealth Services General Information

Description

McKinley Carter Wealth Services is a wealth management firm based in Wheeling, West Virginia. Established in 2003, the firm provides financial planning, consulting, investment management and wealth management services. The assets are managed by its executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.mckinleycarter.com
Year Founded
2003
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Co-Founder, President, Managing Director, Chief Executive Officer & Chief Investment Officer
Email
Phone
Corporate Office
  • 2100 Market Street
  • Suite 300
  • Wheeling, WV 26003
  • United States
+1 (304)

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

McKinley Carter Wealth Services Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

Request a free trial
Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

McKinley Carter Wealth Services Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

Request a free trial
  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

McKinley Carter Wealth Services Team (5)

Name Title Office
Lori Payne Chief Administrative Officer Wheeling, WV
John Binz JD Financial Strategist and Chief Compliance Officer Wheeling, WV
Meredith Trischler Controller Wheeling, WV
Brian Gongaware Director of Advisory Services Wheeling, WV
David McKinley Co-Founder, President, Managing Director, Chief Executive Officer & Chief Investment Officer Wheeling, WV
To view McKinley Carter Wealth Services’s complete team members history, request access »

McKinley Carter Wealth Services FAQs

  • When was McKinley Carter Wealth Services founded?

    McKinley Carter Wealth Services was founded in 2003.

  • Who is the founder of McKinley Carter Wealth Services?

    David McKinley is the founder of McKinley Carter Wealth Services.

  • Who is the CEO of McKinley Carter Wealth Services?

    David McKinley is the CEO of McKinley Carter Wealth Services.

  • Where is McKinley Carter Wealth Services headquartered?

    McKinley Carter Wealth Services is headquartered in Wheeling, WV.

  • How many Assets Under Management (AUM) does McKinley Carter Wealth Services have?

    McKinley Carter Wealth Services has in assets under management.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »