{"url":"https://nivawealth.com/firms/mitchell-sinkler-and-starr-106460","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106460","regulatoryAum":1789213488,"crd":"106460","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7023162","suffix":"Jr.","lastName":"Beckner","firstName":"Phillip","middleName":"David"},{"crd":"4334883","suffix":null,"lastName":"CARPER","firstName":"NICHOLAS","middleName":"WOOD"},{"crd":"2802929","suffix":null,"lastName":"MCCONNEL","firstName":"JAMES","middleName":"STEWART"},{"crd":"2628517","suffix":null,"lastName":"MCMEEKIN","firstName":"HEATHER","middleName":"FLICK"},{"crd":"4942867","suffix":null,"lastName":"RICHARDSON","firstName":"WILLIAM","middleName":"GREGORY"},{"crd":"7183791","suffix":null,"lastName":"TOSCANI","firstName":"PETER","middleName":"THOMAS"},{"crd":"4334866","suffix":"JR","lastName":"WYLIE","firstName":"WILLIAM","middleName":"WOOD"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-22","regulatoryAum":1222270121,"clients":229,"employees":9,"offices":1},{"filedOn":"2022-01-28","regulatoryAum":1647182829,"clients":233,"employees":10,"offices":1},{"filedOn":"2023-03-23","regulatoryAum":1466883513,"clients":229,"employees":10,"offices":1},{"filedOn":"2024-03-22","regulatoryAum":1589448489,"clients":244,"employees":10,"offices":1},{"filedOn":"2025-03-20","regulatoryAum":1771245020,"clients":242,"employees":10,"offices":1},{"filedOn":"2026-03-23","regulatoryAum":1789213488,"clients":247,"employees":9,"offices":1}],"secFileNumber":"801-8445","legalName":"Mitchell 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mitchell Sinkler & Starr offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Mitchell Sinkler & Starr charge?","answer":"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.","source":"MSS ADV PART 2A, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mitchell Sinkler & Starr use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mitchell Sinkler & Starr have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mitchell Sinkler & Starr invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Mitchell Sinkler & Starr have a minimum investment?","answer":"Yes, Mitchell Sinkler & Starr’s minimum account size for its Fee Schedule is $2M.","source":"MSS ADV PART 2A, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Mitchell Sinkler & Starr?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mitchell Sinkler & Starr get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Mitchell Sinkler & Starr registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Mitchell Sinkler & Starr?","answer":"Mitchell Sinkler & Starr’s main office is at Two Penn Center Plaza, Suite 1320, Philadelphia, PA 19102. Its phone number is 215-665-1450. 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