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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.