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Matthew Thomas Epling

Mckinley Carter Wealth Services, Inc.

Wheeling, WV

Charleston, WV

CRD 7870884

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Employer firm

Mckinley Carter Wealth Services, Inc. CRD 135184

$2.31B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Mckinley Carter Wealth Services, Inc.

2100 Market Street, Wheeling, WV 26003 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2024-02-22
  • WV RA
    APPROVED
    Since 2024-02-22

Branch Locations

2100 Market Street, Wheeling, WV 26003 • United States

129 Summers Street Suite 200, Charleston, WV 25301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moxxee Coffee Charleston WV 03/2012 02/2019
Homebase Inc Charleston WV 03/2019 10/2023
Mckinley Carter Wealth Services Charleston WV 10/2023 Present
  • 03/2012 → 02/2019
    Moxxee Coffee
    Charleston, WV
  • 03/2019 → 10/2023
    Homebase Inc
    Charleston, WV
  • 10/2023 → Present
    Mckinley Carter Wealth Services
    Charleston, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-31
  • S65 Uniform Investment Adviser Law Examination
    2024-01-31

View on SEC IAPD

Nearby Firms

FORT HENRY CAPITAL, LLC
SECURITY CAPITAL MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

RUSSELL WAYNE DUNKIN
JEREMY JUSTIN LOWE
JOSHUA EARL BRAUNLICH

Nearby Offices

FORT HENRY CAPITAL, LLC · WHEELING, WV
SECURITY CAPITAL MANAGEMENT · WHEELING, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Wheeling, WV

More in Wheeling, WV

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