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MITCHELL SINKLER & STARR
Legal name: MITCHELL SINKLER & STARR INC
CRD 106460File 801-8445
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.79B
Top 25% of cohort (national)
Discretionary AUM
$314.7M
Non-discretionary $1.47B
Clients
247
607 accounts
Employees
9
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 8, 1972
- Principal office
- TWO PENN CENTER PLAZA, SUITE 1320, PHILADELPHIA, PA, 19102
- Phone
- 215-665-1450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.79B
- Discretionary AUM
- $314.7M
- Non-discretionary AUM
- $1.47B
- Discretionary accounts
- 136
- Non-discretionary accounts
- 471
- Total accounts
- 607
- AUM per client
- $7.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $36.1M |
| High net worth individuals | 240 | $1.75B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | Clients | 242 | 247 | increased by5 |
| Apr 1, 2026 | AUM | $1,771,245,020 | $1,789,213,488 | increased by$17,968,468 |
| Apr 1, 2026 | Accounts | 580 | 607 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 233 | 242 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,647,182,829 | $1,771,245,020 | increased by$124,062,191 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 494 | 580 | increased by86 |
| Feb 1, 2022 | Employees | 9 | 10 | increased by1 |
| Feb 1, 2022 | Clients | 229 | 233 | increased by4 |
| Feb 1, 2022 | AUM | $1,222,270,121 | $1,647,182,829 | increased by$424,912,708 |
| Feb 1, 2022 | Accounts | 456 | 494 | increased by38 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MITCHELL SINKLER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MITCHELL SINKLER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.