# Mitchell Advisory Inc

> Mitchell Advisory Inc is a state-registered investment advisory firm in Reston, VA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 109447
- Filed as: MITCHELL ADVISORY INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Reston, VA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109447
- AdvisorCensus page: https://advisorcensus.com/firm/mitchell-advisory-inc-reston-va-109447

## Quick answers

**How is Mitchell Advisory Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Mitchell Advisory Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mitchell Advisory Inc located?**
Mitchell Advisory Inc's principal office is in Reston, VA, according to its Form ADV.

**Is Mitchell Advisory Inc registered with the SEC or a state?**
Mitchell Advisory Inc is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 109447.

**How much does Mitchell Advisory Inc manage?**
Mitchell Advisory Inc reports $94,218,417 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Mitchell Advisory Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25).

**Does Mitchell Advisory Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109447

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $94,218,417
- Discretionary: $94,218,417
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 25 | $94,218,417 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mitchelladvisory.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mitchell Advisory Inc (CRD 109447): Form ADV filing data as of October 2026.