Mitchell Sinkler & Starr provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
Mitchell Sinkler & Starr reports 247 clients. They include 240 high-net-worth individuals and 7 charitable organizations. Of its assets, 17.6% ($315M across 136 accounts) are managed with discretion; $1.47B across 471 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 97% | 98% |
| Charitable organizations | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 240 | $1.75B | 98.0% | $7.3M |
| Charitable organizations | 7 | $36.1M | 2.0% | $5.16M |
| Total | 247 | $1.79B | 100% | $7.24M |
- Clients
- 240
- Regulatory AUM
- $1.75B
- AUM share
- 98.0%
- Avg. per client
- $7.3M
- Clients
- 7
- Regulatory AUM
- $36.1M
- AUM share
- 2.0%
- Avg. per client
- $5.16M
Total
- Clients
- 247
- Regulatory AUM
- $1.79B
- AUM share
- 100%
- Avg. per client
- $7.24M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Mitchell Sinkler & Starr charges 0.125%–0.75% a year for its Fee Schedule. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.
Fee details and sources
William Richardson owns 50% to 75% of Mitchell Sinkler & Starr. The leadership team of Mitchell Sinkler & Starr includes President Heather McMeekin and Chief Compliance Officer William Richardson. It has 9 employees, 5 of them in advisory roles.
Leadership
- Heather McMeekinVice President
- William RichardsonPresident / Chief Compliance Officer
- Peter ToscaniVice President
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Phillip David Beckner Jr.
- Nicholas Wood Carper
- James Stewart McConnel
- Heather Flick McMeekin
- William Gregory Richardson
- Peter Thomas Toscani
- William Wood Wylie JR
Staff
- 9 employees
- 5 in advisory functions
- Owns 50% to 75% of Mitchell Sinkler & Starr Inc
William Richardson
Control person · since January 2007
- Owns 10% to 25% of Mitchell Sinkler & Starr Inc
Heather McMeekin
Control person · since April 2017
- Owns 10% to 25% of Mitchell Sinkler & Starr Inc
Peter Toscani
Control person · since January 2022
Mitchell Sinkler & Starr’s regulatory assets grew from $1.22B (March 2021) to $1.79B (March 2026); clients rose from 229 to 247 and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.79B | 247 | 9 | 1 |
| March 2025 | $1.77B | 242 | 10 | 1 |
| March 2024 | $1.59B | 244 | 10 | 1 |
| March 2023 | $1.47B | 229 | 10 | 1 |
| January 2022 | $1.65B | 233 | 10 | 1 |
| March 2021 | $1.22B | 229 | 9 | 1 |
Besides its headquarters, Mitchell Sinkler & Starr has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- Two Penn Center Plaza, Suite 1320, PhiladelphiaHQ
Contact and registration details
- Legal name
- Mitchell Sinkler & Starr Inc
- Headquarters
- Two Penn Center Plaza, Suite 1320, Philadelphia, PA 19102
- Website
- mssadvisors.com
- Phone
- 215-665-1450
- @6210850
- SEC file
- 801-8445
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Mitchell Sinkler & Starr uses Charles Schwab ($1.56B) as custodian for its separately managed accounts. Mitchell Sinkler & Starr has custody of $132M in client assets for 25 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.56B100%
At year end, Mitchell Sinkler & Starr’s separately managed accounts were mostly in stocks (82%) and bonds (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $240M across 155 positions; the largest are Vanguard Index Fds (5.4%), Apple Inc. (5.3%) and Nvidia Corporation (4.5%).
What the accounts hold
- Stocks82%
- Bonds12%
- Investment grade corporate bonds7%
- State and local bonds4%
- U.S. government and agency bonds1%
- Cash6%
Reported 13F holdings
- $240M
- Reported 13F value
- 155
- Positions
- 37.4%
- In the 10 largest
- +10.8%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs5.4%
- Apple Inc.5.3%
- Nvidia Corporation4.5%
- Microsoft Corp.4.0%
- Schwab Strategic TR · US Brd Mkt ETF3.9%
- Alphabet Inc. · Cap Stk CL A3.7%
- Procter & Gamble CO3.2%
- Vanguard Index Fds · Total Stk Mkt2.9%
- Merck & CO Inc.2.3%
- Johnson & Johnson2.3%
Together, the ten largest are 37.4% of reported value.
How many clients does Mitchell Sinkler & Starr have?
Mitchell Sinkler & Starr has 247 clients and manages $1.79 billion for them, as of March 2026. They include 240 high-net-worth individuals and 7 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Mitchell Sinkler & Starr offer?
Mitchell Sinkler & Starr provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Mitchell Sinkler & Starr charge?
Mitchell Sinkler & Starr charges 0.125%–0.75% a year for its Fee Schedule. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.
Which custodians does Mitchell Sinkler & Starr use?
Mitchell Sinkler & Starr’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.56B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Mitchell Sinkler & Starr have?
Mitchell Sinkler & Starr has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mitchell Sinkler & Starr invest in?
At the end of its last fiscal year, Mitchell Sinkler & Starr’s separately managed accounts held 82% exchange-traded equities, 7% investment grade corporate bonds, 6% cash and equivalents, 4% state and local bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Mitchell Sinkler & Starr have a minimum investment?
Yes, Mitchell Sinkler & Starr’s minimum account size for its Fee Schedule is $2M.
Who owns Mitchell Sinkler & Starr?
Mitchell Sinkler & Starr’s direct owners are William Richardson (50% to 75%), Heather McMeekin (10% to 25%) and Peter Toscani (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Mitchell Sinkler & Starr get paid?
Mitchell Sinkler & Starr is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Mitchell Sinkler & Starr registered with the SEC?
Yes, Mitchell Sinkler & Starr has been registered with the SEC as an investment adviser since 8 February 1972. Its CRD number is 106460 and its SEC file number is 801-8445.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Mitchell Sinkler & Starr?
Mitchell Sinkler & Starr’s main office is at Two Penn Center Plaza, Suite 1320, Philadelphia, PA 19102. Its phone number is 215-665-1450. Its website is mssadvisors.com.