# MCKINLEY CARTER WEALTH SERVICES, INC.

MCKINLEY CARTER WEALTH SERVICES, INC. of WHEELING, WV is an SEC-registered investment adviser.

## Registration

- CRD: 135184
- Type: SEC-registered investment adviser
- SEC file number: 801-64584
- Location: 2100 MARKET STREET, WHEELING, WV, 26003
- Phone: 304-230-2400
- Latest filing: 2026-03-23
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $65.5M
- Clients: 32
- Accounts: 3,994

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Abraham Thomas | CHIEF COMPLIANCE OFFICER & CHIEF HUMAN RESOURCE OFFICER; DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | Toronto, A6 |
| David Holman Mckinley | PRESIDENT, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER; PRESIDENT, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | — |
| Brian Tyrone Gongaware | DIRECTOR, ADVISORY SERVICES; DIRECTOR OF GROWTH | — |
| Lori Beth Payne | CHIEF ADMINISTRATIVE OFFICER; CHIEF ADMINISTRATIVE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| Meredith Leigh Trischler | CONTROLLER | — |
| Tyrone Conway Phillippi | DIRECTOR OF WEALTH MANAGEMENT; REGIONAL MANAGING DIRECTOR | — |
| John James Binz | CHIEF COMPLIANCE OFFICER | — |
| GONGAWARE BRIAN TYRONE | DIRECTOR, ADVISORY SERVICES; DIRECTOR, ADVISORY SERVICES, CHIEF COMPLIANCE OFFICER; REGIONAL MANAGING DIRECTOR | — |
| MCKINLEY DAVID HOLMAN | MANAGING DIRECTOR; MANAGING MEMBER; PRESIDENT, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER (+1 more) | — |
| BASINGER CAMILLE DENISE | CHIEF COMPLIANCE OFFICER | — |
| REED LAURA OLECH | DIRECTOR OF MARKETING | — |
| LIPTON BRIAN ROSS | REGIONAL DIRECTOR | — |
| CARTER WILLIAM WALDEN | DIRECTOR OF WEALTH MANAGEMENT; DIRECTOR, WEALTH MANAGEMENT AND TRUST SERVICES | — |
| PHILLIPPI TYRONE CONWAY | REGIONAL MANAGING DIRECTOR | — |
| SOMMERS BRIAN SCOTT | CHIEF INVESTMENT OFFICER | — |
| CRIMMINS ARTHUR LAWRENCE | CHIEF FINANCIAL OFFICER | — |
| JAVERSAK DAVID THOMAS | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MEMBER / CHIEF COMPLIANCE OFFICER | — |
| SHIPLEY WILLIAM R | CHIEF ADMINISTRATIVE OFFICER; CHIEF ADMINISTRATIVE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| TIPPER FREDERIC HOWELLS | CHIEF INVESTMENT OFFICER | — |
| PAYNE LORI BETH | CHIEF ADMINISTRATIVE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| TRISCHLER MEREDITH LEIGH | CONTROLLER | — |
| Binz John James | CHIEF COMPLIANCE OFFICER | — |
| David Payne Nolan | CHIEF INVESTMENT OFFICER | — |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHARLESTON | WV | 9 | (304) 346-3700 |
| CHARLESTON | WV | 9 | (304) 346-3700 |
| DAYTON | OH | 7 | 937-438-8000 |
| DAYTON | OH | 7 | 937-438-8000 |
| WEXFORD | PA | 4 | (724)940-4400 |
| WEXFORD | PA | 4 | (724)940-4400 |
| — | — | 1 | 304-346-3700 |
| — | — | 1 | 304-346-3700 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135184/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135184/similar
- Related entities: https://search.stillhousedata.com/firm/135184/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135184

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.