PHILADELPHIA, PACRD 106460Latest ADV March 23, 2026
Mitchell Sinkler & Starr is an SEC registered investment adviser organized as a corporation with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 23, 2026, reports $1.8B in regulatory assets under management, 9 employees, and 607 accounts.
Assets Under Management
$1.8B
Employees
9
Offices
--
Total Clients
247
Primary office
PHILADELPHIA, PA
TWO PENN CENTER PLAZA, SUITE 1320, PHILADELPHIA, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.2% of total clients.
Top client categories% of clientsClients
1
HNWI
97.2%
240
2
Charitable
2.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 23, 2026
Discretionary17.6%
$315M
18% of total RAUM17.6%
Non-discretionary82.4%
$1.5B
82% of total RAUM82.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.8B
Total Accounts607
10Y AUM Change+$653M (+57.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee27:1
10Y Employee Change-1 (-10.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.